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 4-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 | $8,237 | $80,717-89.8% | $154,803-94.7% | $84,808-90.3% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 18.86% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $863 | $2,761-68.7% | $4,305-80.0% | $2,631-67.2% |
| Participant deferral / active EE | $2,312 | $3,303-30.0% | $5,540-58.3% | $4,212-45.1% |
| Admin fee / account holder | $1,714 | $6,746-74.6% | $14,329-88.0% | $7,344-76.7% |