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 | $5,059 | $25,014-79.8% | $69,647-92.7% | $80,856-93.7% |
| Participation rate | 75.8% | 64.2%+11.5pp | 66.5%+9.3pp | 67.6%+8.1pp |
| Annual return | 14.63% | 19.07%-4.4pp | 100.48%-85.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $886 | $993-10.8% | $1,712-48.3% | $2,755-67.8% |
| Participant deferral / active EE | $1,586 | $1,839-13.8% | $2,886-45.1% | $4,296-63.1% |
| Admin fee / account holder | $1,274 | $2,488-48.8% | $4,713-73.0% | $6,918-81.6% |