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 5-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 | $6,832 | $25,014-72.7% | $69,647-90.2% | $80,856-91.6% |
| Participation rate | 80.3% | 64.2%+16.0pp | 66.5%+13.8pp | 67.6%+12.6pp |
| Annual return | 15.34% | 19.07%-3.7pp | 100.48%-85.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $649 | $993-34.6% | $1,712-62.1% | $2,755-76.4% |
| Participant deferral / active EE | $1,701 | $1,839-7.5% | $2,886-41.0% | $4,296-60.4% |
| Admin fee / account holder | $1,619 | $2,488-34.9% | $4,713-65.6% | $6,918-76.6% |