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 | $4,360 | $24,730-82.4% | $66,042-93.4% | $84,808-94.9% |
| Participation rate | 86.8% | 68.1%+18.7pp | 67.5%+19.3pp | 68.3%+18.5pp |
| Annual return | 18.88% | 79.55%-60.7pp | 52.11%-33.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $736 | $857-14.1% | $1,579-53.4% | $2,631-72.0% |
| Participant deferral / active EE | $1,178 | $1,737-32.2% | $2,835-58.5% | $4,212-72.0% |
| Admin fee / account holder | $959 | $3,014-68.2% | $5,747-83.3% | $7,344-86.9% |