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 | $4,220 | $51,638-91.8% | $68,368-93.8% | $82,448-94.9% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 21.04% | 37.53%-16.5pp | 292.57%-271.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $553 | $2,047-73.0% | $2,649-79.1% | $2,551-78.3% |
| Participant deferral / active EE | $1,037 | $2,914-64.4% | $4,123-74.8% | $4,139-74.9% |
| Admin fee / account holder | $591 | $4,643-87.3% | $5,150-88.5% | $7,234-91.8% |