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 | $7,190 | $58,208-87.6% | $81,812-91.2% | $80,856-91.1% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 14.33% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $746 | $2,340-68.1% | $2,912-74.4% | $2,755-72.9% |
| Participant deferral / active EE | $2,274 | $3,281-30.7% | $4,319-47.3% | $4,296-47.1% |
| Admin fee / account holder | $1,065 | $4,981-78.6% | $7,386-85.6% | $6,918-84.6% |