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 4-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 | $5,389 | $24,730-78.2% | $66,042-91.8% | $84,808-93.6% |
| Participation rate | 89.7% | 68.1%+21.6pp | 67.5%+22.2pp | 68.3%+21.4pp |
| Annual return | 20.27% | 79.55%-59.3pp | 52.11%-31.8pp | 40.90%-20.6pp |
| Employer contribution / active EE | $603 | $857-29.6% | $1,579-61.8% | $2,631-77.1% |
| Participant deferral / active EE | $2,259 | $1,737+30.1% | $2,835-20.3% | $4,212-46.4% |
| Admin fee / account holder | $1,106 | $3,014-63.3% | $5,747-80.8% | $7,344-84.9% |