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 | $10,513 | $25,014-58.0% | $69,647-84.9% | $80,856-87.0% |
| Participation rate | 73.3% | 64.2%+9.1pp | 66.5%+6.9pp | 67.6%+5.7pp |
| Annual return | 15.44% | 19.07%-3.6pp | 100.48%-85.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $821 | $993-17.3% | $1,712-52.1% | $2,755-70.2% |
| Participant deferral / active EE | $2,097 | $1,839+14.1% | $2,886-27.3% | $4,296-51.2% |
| Admin fee / account holder | $862 | $2,488-65.3% | $4,713-81.7% | $6,918-87.5% |