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 | $6,555 | $25,014-73.8% | $69,647-90.6% | $80,856-91.9% |
| Participation rate | 78.3% | 64.2%+14.1pp | 66.5%+11.9pp | 67.6%+10.7pp |
| Annual return | 13.57% | 19.07%-5.5pp | 100.48%-86.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $709 | $993-28.6% | $1,712-58.6% | $2,755-74.3% |
| Participant deferral / active EE | $1,740 | $1,839-5.4% | $2,886-39.7% | $4,296-59.5% |
| Admin fee / account holder | $953 | $2,488-61.7% | $4,713-79.8% | $6,918-86.2% |