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 | $23,330-85.5% | $64,489-94.8% | $82,448-95.9% |
| Participation rate | 72.0% | 68.3%+3.7pp | 67.7%+4.3pp | 68.1%+3.9pp |
| Annual return | 19.34% | 83.66%-64.3pp | 55.03%-35.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $214 | $824-74.0% | $1,523-85.9% | $2,551-91.6% |
| Participant deferral / active EE | $851 | $1,707-50.1% | $2,778-69.4% | $4,139-79.4% |
| Admin fee / account holder | $415 | $2,946-85.9% | $4,260-90.3% | $7,234-94.3% |