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 7-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 | $4,918 | $24,730-80.1% | $66,042-92.6% | $84,808-94.2% |
| Participation rate | 88.5% | 68.1%+20.4pp | 67.5%+21.0pp | 68.3%+20.2pp |
| Annual return | 18.39% | 79.55%-61.2pp | 52.11%-33.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $238 | $857-72.2% | $1,579-84.9% | $2,631-90.9% |
| Participant deferral / active EE | $1,588 | $1,737-8.6% | $2,835-44.0% | $4,212-62.3% |
| Admin fee / account holder | $373 | $3,014-87.6% | $5,747-93.5% | $7,344-94.9% |