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 | $7,622 | $56,053-86.4% | $75,972-90.0% | $80,856-90.6% |
| Participation rate | 76.0% | 62.0%+14.0pp | 69.1%+6.9pp | 67.6%+8.4pp |
| Annual return | 12.54% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,022 | $1,874-45.5% | $2,685-61.9% | $2,755-62.9% |
| Participant deferral / active EE | $1,790 | $3,052-41.3% | $4,255-57.9% | $4,296-58.3% |
| Admin fee / account holder | $1,972 | $5,234-62.3% | $6,467-69.5% | $6,918-71.5% |