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 | $14,378 | $24,730-41.9% | $66,042-78.2% | $84,808-83.0% |
| Participation rate | 72.5% | 68.1%+4.5pp | 67.5%+5.0pp | 68.3%+4.2pp |
| Annual return | 19.96% | 79.55%-59.6pp | 52.11%-32.2pp | 40.90%-20.9pp |
| Employer contribution / active EE | $962 | $857+12.3% | $1,579-39.1% | $2,631-63.4% |
| Participant deferral / active EE | $3,321 | $1,737+91.2% | $2,835+17.1% | $4,212-21.1% |
| Admin fee / account holder | $1,833 | $3,014-39.2% | $5,747-68.1% | $7,344-75.0% |