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 | $11,290 | $112,729-90.0% | $98,716-88.6% | $137,256-91.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 18.98% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $932 | $2,725-65.8% | $2,279-59.1% | $4,156-77.6% |
| Participant deferral / active EE | $2,698 | $4,640-41.9% | $4,048-33.3% | $6,407-57.9% |
| Admin fee / account holder | $761 | $10,129-92.5% | $8,703-91.3% | $12,270-93.8% |