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 | $17,999 | $81,248-77.8% | $155,509-88.4% | $80,856-77.7% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 43.12% | 33.31%+9.8pp | 64.67%-21.5pp | 35.59%+7.5pp |
| Employer contribution / active EE | $635 | $3,100-79.5% | $4,672-86.4% | $2,755-76.9% |
| Participant deferral / active EE | $2,625 | $3,452-24.0% | $5,626-53.3% | $4,296-38.9% |
| Admin fee / account holder | $1,803 | $7,997-77.5% | $15,912-88.7% | $6,918-73.9% |