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 6-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 | $9,756 | $80,717-87.9% | $154,803-93.7% | $84,808-88.5% |
| Participation rate | 74.5% | 66.8%+7.7pp | 78.1%-3.5pp | 68.3%+6.2pp |
| Annual return | 22.55% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $765 | $2,761-72.3% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $2,612 | $3,303-20.9% | $5,540-52.9% | $4,212-38.0% |
| Admin fee / account holder | $957 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |