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 | $4,229 | $24,730-82.9% | $66,042-93.6% | $84,808-95.0% |
| Participation rate | 73.3% | 68.1%+5.2pp | 67.5%+5.8pp | 68.3%+5.0pp |
| Annual return | 29.15% | 79.55%-50.4pp | 52.11%-23.0pp | 40.90%-11.8pp |
| Employer contribution / active EE | $854 | $857-0.3% | $1,579-45.9% | $2,631-67.5% |
| Participant deferral / active EE | $2,232 | $1,737+28.5% | $2,835-21.3% | $4,212-47.0% |
| Admin fee / account holder | $899 | $3,014-70.2% | $5,747-84.4% | $7,344-87.8% |