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 | $9,459 | $24,730-61.7% | $66,042-85.7% | $84,808-88.8% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 68.3%+19.2pp |
| Annual return | 16.42% | 79.55%-63.1pp | 52.11%-35.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,135 | $857+32.5% | $1,579-28.1% | $2,631-56.8% |
| Participant deferral / active EE | $2,025 | $1,737+16.6% | $2,835-28.6% | $4,212-51.9% |
| Admin fee / account holder | $1,533 | $3,014-49.1% | $5,747-73.3% | $7,344-79.1% |