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 | $12,560 | $48,795-74.3% | $65,493-80.8% | $84,808-85.2% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 18.12% | 20.20%-2.1pp | 982.45%-964.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $712 | $1,930-63.1% | $2,574-72.3% | $2,631-72.9% |
| Participant deferral / active EE | $2,326 | $2,928-20.6% | $3,961-41.3% | $4,212-44.8% |
| Admin fee / account holder | $1,480 | $3,877-61.8% | $5,028-70.6% | $7,344-79.8% |