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 | $6,730 | $76,407-91.2% | $150,298-95.5% | $82,448-91.8% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.3pp | 68.1%+16.0pp |
| Annual return | 23.86% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $540 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $1,954 | $3,214-39.2% | $5,453-64.2% | $4,139-52.8% |
| Admin fee / account holder | $306 | $6,352-95.2% | $14,116-97.8% | $7,234-95.8% |