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 | $95,266-86.2% | $82,389-84.0% | $142,382-90.8% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 16.73% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $605 | $2,991-79.8% | $2,517-76.0% | $4,299-85.9% |
| Participant deferral / active EE | $3,026 | $4,809-37.1% | $4,155-27.2% | $6,507-53.5% |
| Admin fee / account holder | $332 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |