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 | $3,376 | $24,730-86.3% | $66,042-94.9% | $84,808-96.0% |
| Participation rate | 72.0% | 68.1%+3.9pp | 67.5%+4.4pp | 68.3%+3.6pp |
| Annual return | 19.34% | 79.55%-60.2pp | 52.11%-32.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $214 | $857-75.0% | $1,579-86.4% | $2,631-91.9% |
| Participant deferral / active EE | $851 | $1,737-51.0% | $2,835-70.0% | $4,212-79.8% |
| Admin fee / account holder | $415 | $3,014-86.2% | $5,747-92.8% | $7,344-94.4% |