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 | $7,608 | $22,587-66.3% | $65,255-88.3% | $75,163-89.9% |
| Participation rate | 76.5% | 63.1%+13.5pp | 65.0%+11.6pp | 67.2%+9.4pp |
| Annual return | 23.80% | 71.03%-47.2pp | 47.35%-23.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $595 | $941-36.7% | $1,691-64.8% | $2,670-77.7% |
| Participant deferral / active EE | $1,615 | $1,695-4.8% | $2,831-43.0% | $4,125-60.9% |
| Admin fee / account holder | $571 | $1,876-69.5% | $4,112-86.1% | $5,651-89.9% |