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 | $7,981 | $76,407-89.6% | $150,298-94.7% | $82,448-90.3% |
| Participation rate | 90.7% | 66.4%+24.3pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 17.83% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $861 | $2,614-67.1% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $1,399 | $3,214-56.5% | $5,453-74.3% | $4,139-66.2% |
| Admin fee / account holder | $319 | $6,352-95.0% | $14,116-97.7% | $7,234-95.6% |