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 | $3,239 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 70.7% | 63.6%+7.1pp | 73.8%-3.0pp | 68.1%+2.7pp |
| Annual return | 16.41% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $505 | $2,047-75.3% | $2,649-80.9% | $2,551-80.2% |
| Participant deferral / active EE | $914 | $2,914-68.6% | $4,123-77.8% | $4,139-77.9% |
| Admin fee / account holder | $790 | $4,643-83.0% | $5,150-84.7% | $7,234-89.1% |