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 | $8,862 | $97,125-90.9% | $86,233-89.7% | $137,256-93.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 20.89% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $965 | $2,841-66.0% | $2,504-61.5% | $4,156-76.8% |
| Participant deferral / active EE | $2,258 | $5,180-56.4% | $4,559-50.5% | $6,407-64.8% |
| Admin fee / account holder | $328 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |