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 | $3,087 | $20,316-84.8% | $66,042-95.3% | $74,304-95.8% |
| Participation rate | 74.8% | 62.8%+12.0pp | 67.5%+7.3pp | 60.3%+14.4pp |
| Annual return | 23.86% | 28.10%-4.2pp | 52.11%-28.2pp | 29.43%-5.6pp |
| Employer contribution / active EE | $392 | $745-47.3% | $1,579-75.2% | $2,241-82.5% |
| Participant deferral / active EE | $887 | $1,615-45.1% | $2,835-68.7% | $3,767-76.5% |
| Admin fee / account holder | $868 | $1,668-48.0% | $5,747-84.9% | $2,969-70.8% |