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 | $2,808 | $24,733-88.6% | $69,647-96.0% | $74,495-96.2% |
| Participation rate | 74.5% | 63.5%+11.0pp | 66.5%+8.0pp | 67.2%+7.3pp |
| Annual return | 21.37% | 18.55%+2.8pp | 100.48%-79.1pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $518 | $1,001-48.2% | $1,712-69.8% | $2,623-80.3% |
| Participant deferral / active EE | $1,358 | $1,901-28.5% | $2,886-52.9% | $4,346-68.7% |
| Admin fee / account holder | $558 | $1,892-70.5% | $4,713-88.2% | $1,942-71.2% |