See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,588 | $54,705-86.1% | $71,209-89.3% | $84,808-91.1% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 19.20% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,289 | $2,158-40.3% | $2,721-52.6% | $2,631-51.0% |
| Participant deferral / active EE | $1,938 | $3,030-36.1% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $782 | $4,863-83.9% | $5,349-85.4% | $7,344-89.3% |