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 | $2,756 | $24,730-88.9% | $66,042-95.8% | $84,808-96.8% |
| Participation rate | 98.2% | 68.1%+30.2pp | 67.5%+30.7pp | 68.3%+29.9pp |
| Annual return | 18.81% | 79.55%-60.7pp | 52.11%-33.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $620 | $857-27.6% | $1,579-60.7% | $2,631-76.4% |
| Participant deferral / active EE | $1,730 | $1,737-0.4% | $2,835-39.0% | $4,212-58.9% |
| Admin fee / account holder | $1,087 | $3,014-63.9% | $5,747-81.1% | $7,344-85.2% |