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 | $6,904 | $20,316-66.0% | $66,042-89.5% | $74,304-90.7% |
| Participation rate | 75.5% | 62.8%+12.7pp | 67.5%+8.0pp | 60.3%+15.1pp |
| Annual return | 16.65% | 28.10%-11.4pp | 52.11%-35.5pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,021 | $745+37.1% | $1,579-35.4% | $2,241-54.4% |
| Participant deferral / active EE | $2,284 | $1,615+41.4% | $2,835-19.5% | $3,767-39.4% |
| Admin fee / account holder | $1,959 | $1,668+17.4% | $5,747-65.9% | $2,969-34.0% |