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 5-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 | $7,379 | $69,207-89.3% | $64,056-88.5% | $139,434-94.7% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 27.90% | 45.88%-18.0pp | 33.69%-5.8pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,012 | $3,182-36.8% | $2,747-26.7% | $4,751-57.6% |
| Participant deferral / active EE | $2,228 | $4,682-52.4% | $3,880-42.6% | $6,710-66.8% |
| Admin fee / account holder | $646 | $4,244-84.8% | $3,068-79.0% | $11,403-94.3% |