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 5-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 | $8,477 | $24,730-65.7% | $66,042-87.2% | $84,808-90.0% |
| Participation rate | 91.4% | 68.1%+23.3pp | 67.5%+23.9pp | 68.3%+23.1pp |
| Annual return | 18.23% | 79.55%-61.3pp | 52.11%-33.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $826 | $857-3.6% | $1,579-47.7% | $2,631-68.6% |
| Participant deferral / active EE | $1,768 | $1,737+1.8% | $2,835-37.6% | $4,212-58.0% |
| Admin fee / account holder | $831 | $3,014-72.4% | $5,747-85.5% | $7,344-88.7% |