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 | $8,935 | $60,892-85.3% | $82,389-89.2% | $84,808-89.5% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.1pp | 68.3%+23.4pp |
| Annual return | 19.62% | 37.29%-17.7pp | 28.67%-9.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $770 | $1,779-56.7% | $2,517-69.4% | $2,631-70.7% |
| Participant deferral / active EE | $3,021 | $3,179-5.0% | $4,155-27.3% | $4,212-28.3% |
| Admin fee / account holder | $1,109 | $5,467-79.7% | $7,231-84.7% | $7,344-84.9% |