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 | $7,355 | $87,166-91.6% | $76,735-90.4% | $137,256-94.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 23.21% | 26.50%-3.3pp | 29.77%-6.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,059 | $2,904-63.5% | $2,454-56.9% | $4,156-74.5% |
| Participant deferral / active EE | $1,431 | $4,726-69.7% | $4,088-65.0% | $6,407-77.7% |
| Admin fee / account holder | $1,152 | $8,403-86.3% | $7,189-84.0% | $12,270-90.6% |