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 | $13,514 | $60,022-77.5% | $88,946-84.8% | $84,808-84.1% |
| Participation rate | 81.6% | 57.8%+23.7pp | 68.8%+12.7pp | 68.3%+13.3pp |
| Annual return | 24.19% | 22.43%+1.8pp | 57.82%-33.6pp | 40.90%-16.7pp |
| Employer contribution / active EE | $673 | $1,703-60.5% | $2,555-73.7% | $2,631-74.4% |
| Participant deferral / active EE | $4,152 | $3,114+33.3% | $4,581-9.4% | $4,212-1.4% |
| Admin fee / account holder | $591 | $4,811-87.7% | $8,261-92.8% | $7,344-92.0% |