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 7-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 | $6,838 | $25,014-72.7% | $69,647-90.2% | $80,856-91.5% |
| Participation rate | 73.3% | 64.2%+9.0pp | 66.5%+6.8pp | 67.6%+5.6pp |
| Annual return | 14.03% | 19.07%-5.0pp | 100.48%-86.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $529 | $993-46.7% | $1,712-69.1% | $2,755-80.8% |
| Participant deferral / active EE | $1,136 | $1,839-38.2% | $2,886-60.6% | $4,296-73.5% |
| Admin fee / account holder | $1,009 | $2,488-59.4% | $4,713-78.6% | $6,918-85.4% |