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 5-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 | $3,607 | $24,730-85.4% | $66,042-94.5% | $84,808-95.7% |
| Participation rate | 76.8% | 68.1%+8.7pp | 67.5%+9.3pp | 68.3%+8.5pp |
| Annual return | 20.25% | 79.55%-59.3pp | 52.11%-31.9pp | 40.90%-20.6pp |
| Employer contribution / active EE | $401 | $857-53.1% | $1,579-74.6% | $2,631-84.7% |
| Participant deferral / active EE | $876 | $1,737-49.6% | $2,835-69.1% | $4,212-79.2% |
| Admin fee / account holder | $387 | $3,014-87.2% | $5,747-93.3% | $7,344-94.7% |