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 | $7,316 | $51,638-85.8% | $68,368-89.3% | $82,448-91.1% |
| Participation rate | 72.4% | 63.6%+8.8pp | 73.8%-1.3pp | 68.1%+4.3pp |
| Annual return | 18.65% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $732 | $2,047-64.2% | $2,649-72.4% | $2,551-71.3% |
| Participant deferral / active EE | $1,398 | $2,914-52.0% | $4,123-66.1% | $4,139-66.2% |
| Admin fee / account holder | $378 | $4,643-91.9% | $5,150-92.7% | $7,234-94.8% |