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 4-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 | $4,906 | $51,638-90.5% | $68,368-92.8% | $82,448-94.0% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 17.53% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $497 | $2,047-75.7% | $2,649-81.2% | $2,551-80.5% |
| Participant deferral / active EE | $1,447 | $2,914-50.3% | $4,123-64.9% | $4,139-65.0% |
| Admin fee / account holder | $342 | $4,643-92.6% | $5,150-93.3% | $7,234-95.3% |