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 | $7,949 | $25,014-68.2% | $69,647-88.6% | $80,856-90.2% |
| Participation rate | 91.3% | 64.2%+27.1pp | 66.5%+24.9pp | 67.6%+23.7pp |
| Annual return | 13.38% | 19.07%-5.7pp | 100.48%-87.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $791 | $993-20.3% | $1,712-53.8% | $2,755-71.3% |
| Participant deferral / active EE | $2,520 | $1,839+37.0% | $2,886-12.7% | $4,296-41.3% |
| Admin fee / account holder | $683 | $2,488-72.6% | $4,713-85.5% | $6,918-90.1% |