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 4-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 | $7,797 | $20,316-61.6% | $66,042-88.2% | $74,304-89.5% |
| Participation rate | 75.0% | 62.8%+12.2pp | 67.5%+7.5pp | 60.3%+14.7pp |
| Annual return | 20.70% | 28.10%-7.4pp | 52.11%-31.4pp | 29.43%-8.7pp |
| Employer contribution / active EE | $573 | $745-23.1% | $1,579-63.7% | $2,241-74.4% |
| Participant deferral / active EE | $1,539 | $1,615-4.7% | $2,835-45.7% | $3,767-59.2% |
| Admin fee / account holder | $920 | $1,668-44.9% | $5,747-84.0% | $2,969-69.0% |