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 | $4,424 | $25,014-82.3% | $69,647-93.6% | $80,856-94.5% |
| Participation rate | 73.9% | 64.2%+9.7pp | 66.5%+7.5pp | 67.6%+6.3pp |
| Annual return | 15.78% | 19.07%-3.3pp | 100.48%-84.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $541 | $993-45.5% | $1,712-68.4% | $2,755-80.4% |
| Participant deferral / active EE | $1,363 | $1,839-25.9% | $2,886-52.8% | $4,296-68.3% |
| Admin fee / account holder | $915 | $2,488-63.2% | $4,713-80.6% | $6,918-86.8% |