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 | $13,160 | $87,166-84.9% | $76,735-82.8% | $137,256-90.4% |
| Participation rate | 92.3% | 74.4%+18.0pp | 69.5%+22.8pp | 80.0%+12.3pp |
| Annual return | 16.73% | 26.50%-9.8pp | 29.77%-13.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $605 | $2,904-79.2% | $2,454-75.3% | $4,156-85.4% |
| Participant deferral / active EE | $3,026 | $4,726-36.0% | $4,088-26.0% | $6,407-52.8% |
| Admin fee / account holder | $332 | $8,403-96.0% | $7,189-95.4% | $12,270-97.3% |