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 | $12,899 | $48,230-73.3% | $67,502-80.9% | $80,856-84.0% |
| Participation rate | 81.3% | 66.4%+14.9pp | 72.9%+8.4pp | 67.6%+13.6pp |
| Annual return | 11.91% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $781 | $2,020-61.3% | $2,731-71.4% | $2,755-71.6% |
| Participant deferral / active EE | $1,424 | $2,924-51.3% | $4,000-64.4% | $4,296-66.8% |
| Admin fee / account holder | $865 | $3,681-76.5% | $3,998-78.4% | $6,918-87.5% |