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 | $54,705-91.0% | $71,209-93.1% | $84,808-94.2% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 17.53% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $497 | $2,158-77.0% | $2,721-81.7% | $2,631-81.1% |
| Participant deferral / active EE | $1,447 | $3,030-52.3% | $4,175-65.3% | $4,212-65.6% |
| Admin fee / account holder | $342 | $4,863-93.0% | $5,349-93.6% | $7,344-95.3% |