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 | $3,144 | $24,730-87.3% | $66,042-95.2% | $84,808-96.3% |
| Participation rate | 78.3% | 68.1%+10.2pp | 67.5%+10.8pp | 68.3%+10.0pp |
| Annual return | 19.19% | 79.55%-60.4pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $643 | $857-25.0% | $1,579-59.3% | $2,631-75.6% |
| Participant deferral / active EE | $1,309 | $1,737-24.6% | $2,835-53.8% | $4,212-68.9% |
| Admin fee / account holder | $456 | $3,014-84.9% | $5,747-92.1% | $7,344-93.8% |