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 | $54,705-91.5% | $71,209-93.5% | $84,808-94.5% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.8%+2.3pp | 68.3%+7.8pp |
| Annual return | 28.24% | 35.90%-7.7pp | 282.51%-254.3pp | 40.90%-12.7pp |
| Employer contribution / active EE | $783 | $2,158-63.7% | $2,721-71.2% | $2,631-70.2% |
| Participant deferral / active EE | $1,272 | $3,030-58.0% | $4,175-69.5% | $4,212-69.8% |
| Admin fee / account holder | $381 | $4,863-92.2% | $5,349-92.9% | $7,344-94.8% |