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 | $5,397 | $54,705-90.1% | $71,209-92.4% | $84,808-93.6% |
| Participation rate | 91.4% | 64.1%+27.4pp | 73.8%+17.7pp | 68.3%+23.1pp |
| Annual return | 14.11% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,002 | $2,158-53.6% | $2,721-63.2% | $2,631-61.9% |
| Participant deferral / active EE | $1,095 | $3,030-63.9% | $4,175-73.8% | $4,212-74.0% |
| Admin fee / account holder | $640 | $4,863-86.8% | $5,349-88.0% | $7,344-91.3% |