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 | $5,771 | $24,733-76.7% | $69,647-91.7% | $74,495-92.3% |
| Participation rate | 86.1% | 63.5%+22.6pp | 66.5%+19.7pp | 67.2%+18.9pp |
| Annual return | 23.02% | 18.55%+4.5pp | 100.48%-77.5pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $963 | $1,001-3.8% | $1,712-43.8% | $2,623-63.3% |
| Participant deferral / active EE | $2,220 | $1,901+16.8% | $2,886-23.1% | $4,346-48.9% |
| Admin fee / account holder | $1,406 | $1,892-25.7% | $4,713-70.2% | $1,942-27.6% |