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 4-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 | $6,516 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 75.5% | 66.4%+9.1pp | 77.8%-2.2pp | 68.1%+7.4pp |
| Annual return | 20.72% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $416 | $2,614-84.1% | $4,154-90.0% | $2,551-83.7% |
| Participant deferral / active EE | $1,365 | $3,214-57.5% | $5,453-75.0% | $4,139-67.0% |
| Admin fee / account holder | $771 | $6,352-87.9% | $14,116-94.5% | $7,234-89.3% |