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 | $7,804 | $23,330-66.5% | $64,489-87.9% | $82,448-90.5% |
| Participation rate | 77.6% | 68.3%+9.3pp | 67.7%+9.9pp | 68.1%+9.5pp |
| Annual return | 15.88% | 83.66%-67.8pp | 55.03%-39.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,086 | $824+31.7% | $1,523-28.7% | $2,551-57.4% |
| Participant deferral / active EE | $1,936 | $1,707+13.4% | $2,778-30.3% | $4,139-53.2% |
| Admin fee / account holder | $1,835 | $2,946-37.7% | $4,260-56.9% | $7,234-74.6% |