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 | $8,734 | $54,705-84.0% | $71,209-87.7% | $84,808-89.7% |
| Participation rate | 82.1% | 64.1%+18.1pp | 73.8%+8.4pp | 68.3%+13.8pp |
| Annual return | 14.07% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $895 | $2,158-58.5% | $2,721-67.1% | $2,631-66.0% |
| Participant deferral / active EE | $1,641 | $3,030-45.9% | $4,175-60.7% | $4,212-61.0% |
| Admin fee / account holder | $2,475 | $4,863-49.1% | $5,349-53.7% | $7,344-66.3% |