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 | $23,330-86.1% | $64,489-95.0% | $82,448-96.1% |
| Participation rate | 84.0% | 68.3%+15.7pp | 67.7%+16.3pp | 68.1%+15.9pp |
| Annual return | 22.91% | 83.66%-60.7pp | 55.03%-32.1pp | 41.64%-18.7pp |
| Employer contribution / active EE | $597 | $824-27.6% | $1,523-60.8% | $2,551-76.6% |
| Participant deferral / active EE | $2,015 | $1,707+18.0% | $2,778-27.5% | $4,139-51.3% |
| Admin fee / account holder | $1,301 | $2,946-55.8% | $4,260-69.5% | $7,234-82.0% |