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 | $80,717-90.1% | $154,803-94.8% | $84,808-90.6% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.6pp | 68.3%+22.4pp |
| Annual return | 17.83% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $861 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,399 | $3,303-57.6% | $5,540-74.7% | $4,212-66.8% |
| Admin fee / account holder | $319 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |