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 | $10,014 | $48,230-79.2% | $67,502-85.2% | $80,856-87.6% |
| Participation rate | 87.1% | 66.4%+20.7pp | 72.9%+14.2pp | 67.6%+19.5pp |
| Annual return | 12.69% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $698 | $2,020-65.5% | $2,731-74.4% | $2,755-74.7% |
| Participant deferral / active EE | $2,394 | $2,924-18.1% | $4,000-40.2% | $4,296-44.3% |
| Admin fee / account holder | $992 | $3,681-73.0% | $3,998-75.2% | $6,918-85.7% |