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 | $4,716 | $24,730-80.9% | $66,042-92.9% | $84,808-94.4% |
| Participation rate | 96.0% | 68.1%+27.9pp | 67.5%+28.5pp | 68.3%+27.7pp |
| Annual return | 15.30% | 79.55%-64.3pp | 52.11%-36.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $860 | $857+0.4% | $1,579-45.5% | $2,631-67.3% |
| Participant deferral / active EE | $2,556 | $1,737+47.2% | $2,835-9.8% | $4,212-39.3% |
| Admin fee / account holder | $1,218 | $3,014-59.6% | $5,747-78.8% | $7,344-83.4% |