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 3-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 | $6,713 | $23,330-71.2% | $64,489-89.6% | $82,448-91.9% |
| Participation rate | 76.5% | 68.3%+8.2pp | 67.7%+8.8pp | 68.1%+8.4pp |
| Annual return | 21.83% | 83.66%-61.8pp | 55.03%-33.2pp | 41.64%-19.8pp |
| Employer contribution / active EE | $777 | $824-5.7% | $1,523-49.0% | $2,551-69.5% |
| Participant deferral / active EE | $1,952 | $1,707+14.3% | $2,778-29.7% | $4,139-52.8% |
| Admin fee / account holder | $1,460 | $2,946-50.4% | $4,260-65.7% | $7,234-79.8% |