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 5-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 | $4,440 | $54,705-91.9% | $71,209-93.8% | $84,808-94.8% |
| Participation rate | 74.4% | 64.1%+10.3pp | 73.8%+0.6pp | 68.3%+6.0pp |
| Annual return | 16.95% | 35.90%-18.9pp | 282.51%-265.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $373 | $2,158-82.7% | $2,721-86.3% | $2,631-85.8% |
| Participant deferral / active EE | $552 | $3,030-81.8% | $4,175-86.8% | $4,212-86.9% |
| Admin fee / account holder | $937 | $4,863-80.7% | $5,349-82.5% | $7,344-87.2% |