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 | $9,405 | $60,892-84.6% | $82,389-88.6% | $84,808-88.9% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.3%+24.0pp |
| Annual return | 19.25% | 37.29%-18.0pp | 28.67%-9.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,444 | $1,779-18.9% | $2,517-42.6% | $2,631-45.1% |
| Participant deferral / active EE | $2,779 | $3,179-12.6% | $4,155-33.1% | $4,212-34.0% |
| Admin fee / account holder | $2,020 | $5,467-63.1% | $7,231-72.1% | $7,344-72.5% |