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 | $6,212 | $24,730-74.9% | $66,042-90.6% | $84,808-92.7% |
| Participation rate | 84.9% | 68.1%+16.8pp | 67.5%+17.4pp | 68.3%+16.6pp |
| Annual return | 19.28% | 79.55%-60.3pp | 52.11%-32.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $593 | $857-30.8% | $1,579-62.4% | $2,631-77.5% |
| Participant deferral / active EE | $1,574 | $1,737-9.4% | $2,835-44.5% | $4,212-62.6% |
| Admin fee / account holder | $820 | $3,014-72.8% | $5,747-85.7% | $7,344-88.8% |