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 | $4,642 | $51,638-91.0% | $68,368-93.2% | $82,448-94.4% |
| Participation rate | 76.1% | 63.6%+12.5pp | 73.8%+2.3pp | 68.1%+8.0pp |
| Annual return | 28.24% | 37.53%-9.3pp | 292.57%-264.3pp | 41.64%-13.4pp |
| Employer contribution / active EE | $783 | $2,047-61.8% | $2,649-70.5% | $2,551-69.3% |
| Participant deferral / active EE | $1,272 | $2,914-56.3% | $4,123-69.1% | $4,139-69.3% |
| Admin fee / account holder | $381 | $4,643-91.8% | $5,150-92.6% | $7,234-94.7% |