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 | $10,642 | $58,627-81.8% | $76,735-86.1% | $82,448-87.1% |
| Participation rate | 74.4% | 63.2%+11.2pp | 69.5%+4.9pp | 68.1%+6.3pp |
| Annual return | 20.00% | 39.10%-19.1pp | 29.77%-9.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $995 | $1,729-42.4% | $2,454-59.4% | $2,551-61.0% |
| Participant deferral / active EE | $2,185 | $3,134-30.3% | $4,088-46.5% | $4,139-47.2% |
| Admin fee / account holder | $1,971 | $5,323-63.0% | $7,189-72.6% | $7,234-72.8% |