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 | $3,684 | $24,730-85.1% | $66,042-94.4% | $84,808-95.7% |
| Participation rate | 86.5% | 68.1%+18.4pp | 67.5%+19.0pp | 68.3%+18.2pp |
| Annual return | 26.63% | 79.55%-52.9pp | 52.11%-25.5pp | 40.90%-14.3pp |
| Employer contribution / active EE | $279 | $857-67.4% | $1,579-82.3% | $2,631-89.4% |
| Participant deferral / active EE | $1,491 | $1,737-14.1% | $2,835-47.4% | $4,212-64.6% |
| Admin fee / account holder | $841 | $3,014-72.1% | $5,747-85.4% | $7,344-88.5% |