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 | $2,076 | $22,587-90.8% | $65,255-96.8% | $75,163-97.2% |
| Participation rate | 82.9% | 63.1%+19.8pp | 65.0%+17.9pp | 67.2%+15.7pp |
| Annual return | 23.45% | 71.03%-47.6pp | 47.35%-23.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,584 | $1,695-6.5% | $2,831-44.0% | $4,125-61.6% |
| Admin fee / account holder | $570 | $1,876-69.6% | $4,112-86.1% | $5,651-89.9% |