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 | $10,467 | $24,730-57.7% | $66,042-84.2% | $84,808-87.7% |
| Participation rate | 88.0% | 68.1%+19.9pp | 67.5%+20.4pp | 68.3%+19.6pp |
| Annual return | 20.53% | 79.55%-59.0pp | 52.11%-31.6pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,043 | $857+21.8% | $1,579-33.9% | $2,631-60.4% |
| Participant deferral / active EE | $2,707 | $1,737+55.9% | $2,835-4.5% | $4,212-35.7% |
| Admin fee / account holder | $1,213 | $3,014-59.8% | $5,747-78.9% | $7,344-83.5% |