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 | $8,104 | $80,717-90.0% | $154,803-94.8% | $84,808-90.4% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 25.60% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $1,869 | $2,761-32.3% | $4,305-56.6% | $2,631-29.0% |
| Participant deferral / active EE | $2,117 | $3,303-35.9% | $5,540-61.8% | $4,212-49.7% |
| Admin fee / account holder | $409 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |