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 3-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 | $4,687 | $54,705-91.4% | $71,209-93.4% | $84,808-94.5% |
| Participation rate | 76.2% | 64.1%+12.1pp | 73.8%+2.4pp | 68.3%+7.9pp |
| Annual return | 20.54% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $541 | $2,158-74.9% | $2,721-80.1% | $2,631-79.4% |
| Participant deferral / active EE | $1,335 | $3,030-55.9% | $4,175-68.0% | $4,212-68.3% |
| Admin fee / account holder | $825 | $4,863-83.0% | $5,349-84.6% | $7,344-88.8% |