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 | $23,330-88.2% | $64,489-95.7% | $82,448-96.7% |
| Participation rate | 98.2% | 68.3%+30.0pp | 67.7%+30.6pp | 68.1%+30.2pp |
| Annual return | 18.81% | 83.66%-64.9pp | 55.03%-36.2pp | 41.64%-22.8pp |
| Employer contribution / active EE | $620 | $824-24.8% | $1,523-59.3% | $2,551-75.7% |
| Participant deferral / active EE | $1,730 | $1,707+1.3% | $2,778-37.7% | $4,139-58.2% |
| Admin fee / account holder | $1,087 | $2,946-63.1% | $4,260-74.5% | $7,234-85.0% |