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 | $2,595 | $24,730-89.5% | $66,042-96.1% | $84,808-96.9% |
| Participation rate | 84.8% | 68.1%+16.7pp | 67.5%+17.3pp | 68.3%+16.5pp |
| Annual return | 17.57% | 79.55%-62.0pp | 52.11%-34.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $693 | $857-19.1% | $1,579-56.1% | $2,631-73.7% |
| Participant deferral / active EE | $1,670 | $1,737-3.8% | $2,835-41.1% | $4,212-60.3% |
| Admin fee / account holder | $381 | $3,014-87.4% | $5,747-93.4% | $7,344-94.8% |