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 3-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 | $7,356 | $101,618-92.8% | $93,063-92.1% | $137,256-94.6% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 18.87% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $754 | $2,707-72.2% | $2,476-69.6% | $4,156-81.9% |
| Participant deferral / active EE | $2,093 | $4,279-51.1% | $3,958-47.1% | $6,407-67.3% |
| Admin fee / account holder | $2,903 | $6,198-53.2% | $6,033-51.9% | $12,270-76.3% |