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 | $3,233 | $24,730-86.9% | $66,042-95.1% | $84,808-96.2% |
| Participation rate | 84.0% | 68.1%+15.9pp | 67.5%+16.5pp | 68.3%+15.7pp |
| Annual return | 22.91% | 79.55%-56.6pp | 52.11%-29.2pp | 40.90%-18.0pp |
| Employer contribution / active EE | $597 | $857-30.3% | $1,579-62.2% | $2,631-77.3% |
| Participant deferral / active EE | $2,015 | $1,737+16.0% | $2,835-28.9% | $4,212-52.2% |
| Admin fee / account holder | $1,301 | $3,014-56.8% | $5,747-77.4% | $7,344-82.3% |