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 | $15,088 | $54,705-72.4% | $71,209-78.8% | $84,808-82.2% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 18.51% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $358 | $2,158-83.4% | $2,721-86.8% | $2,631-86.4% |
| Participant deferral / active EE | $2,785 | $3,030-8.1% | $4,175-33.3% | $4,212-33.9% |
| Admin fee / account holder | $914 | $4,863-81.2% | $5,349-82.9% | $7,344-87.6% |