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 | $54,705-94.1% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 70.7% | 64.1%+6.7pp | 73.8%-3.0pp | 68.3%+2.4pp |
| Annual return | 16.41% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $505 | $2,158-76.6% | $2,721-81.4% | $2,631-80.8% |
| Participant deferral / active EE | $914 | $3,030-69.8% | $4,175-78.1% | $4,212-78.3% |
| Admin fee / account holder | $790 | $4,863-83.8% | $5,349-85.2% | $7,344-89.2% |