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 3-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 | $3,884 | $24,730-84.3% | $66,042-94.1% | $84,808-95.4% |
| Participation rate | 87.8% | 68.1%+19.7pp | 67.5%+20.3pp | 68.3%+19.5pp |
| Annual return | 21.52% | 79.55%-58.0pp | 52.11%-30.6pp | 40.90%-19.4pp |
| Employer contribution / active EE | $953 | $857+11.3% | $1,579-39.6% | $2,631-63.8% |
| Participant deferral / active EE | $1,560 | $1,737-10.2% | $2,835-45.0% | $4,212-62.9% |
| Admin fee / account holder | $1,100 | $3,014-63.5% | $5,747-80.9% | $7,344-85.0% |