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 | $3,044 | $24,730-87.7% | $66,042-95.4% | $84,808-96.4% |
| Participation rate | 75.9% | 68.1%+7.8pp | 67.5%+8.4pp | 68.3%+7.6pp |
| Annual return | 42.84% | 79.55%-36.7pp | 52.11%-9.3pp | 40.90%+1.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,614 | $1,737-7.1% | $2,835-43.1% | $4,212-61.7% |
| Admin fee / account holder | $336 | $3,014-88.8% | $5,747-94.2% | $7,344-95.4% |