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 | $9,185 | $76,407-88.0% | $150,298-93.9% | $82,448-88.9% |
| Participation rate | 88.1% | 66.4%+21.7pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 23.62% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,461 | $2,614-44.1% | $4,154-64.8% | $2,551-42.7% |
| Participant deferral / active EE | $2,737 | $3,214-14.9% | $5,453-49.8% | $4,139-33.9% |
| Admin fee / account holder | $1,112 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |