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 | $5,498 | $25,014-78.0% | $69,647-92.1% | $80,856-93.2% |
| Participation rate | 73.3% | 64.2%+9.0pp | 66.5%+6.8pp | 67.6%+5.6pp |
| Annual return | 14.33% | 19.07%-4.7pp | 100.48%-86.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $785 | $993-20.9% | $1,712-54.2% | $2,755-71.5% |
| Participant deferral / active EE | $1,411 | $1,839-23.2% | $2,886-51.1% | $4,296-67.1% |
| Admin fee / account holder | $1,018 | $2,488-59.1% | $4,713-78.4% | $6,918-85.3% |