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 | $5,763 | $51,638-88.8% | $68,368-91.6% | $82,448-93.0% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.4pp | 68.1%+17.1pp |
| Annual return | 22.62% | 37.53%-14.9pp | 292.57%-270.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $730 | $2,047-64.3% | $2,649-72.4% | $2,551-71.4% |
| Participant deferral / active EE | $1,698 | $2,914-41.7% | $4,123-58.8% | $4,139-59.0% |
| Admin fee / account holder | $664 | $4,643-85.7% | $5,150-87.1% | $7,234-90.8% |