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 | $8,184 | $93,024-91.2% | $77,024-89.4% | $134,475-93.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -16.80% | 62.60%-79.4pp | 42.32%-59.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $853 | $3,418-75.0% | $2,812-69.7% | $4,740-82.0% |
| Participant deferral / active EE | $3,205 | $5,238-38.8% | $4,426-27.6% | $6,400-49.9% |
| Admin fee / account holder | $529 | $6,944-92.4% | $5,425-90.2% | $11,426-95.4% |