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 | $4,032 | $25,014-83.9% | $69,647-94.2% | $80,856-95.0% |
| Participation rate | 87.7% | 64.2%+23.4pp | 66.5%+21.2pp | 67.6%+20.1pp |
| Annual return | 15.94% | 19.07%-3.1pp | 100.48%-84.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $609 | $993-38.6% | $1,712-64.4% | $2,755-77.9% |
| Participant deferral / active EE | $1,561 | $1,839-15.1% | $2,886-45.9% | $4,296-63.7% |
| Admin fee / account holder | $815 | $2,488-67.3% | $4,713-82.7% | $6,918-88.2% |