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 | $5,195 | $25,014-79.2% | $69,647-92.5% | $80,856-93.6% |
| Participation rate | 73.1% | 64.2%+8.8pp | 66.5%+6.6pp | 67.6%+5.4pp |
| Annual return | 17.48% | 19.07%-1.6pp | 100.48%-83.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $791 | $993-20.3% | $1,712-53.8% | $2,755-71.3% |
| Participant deferral / active EE | $1,863 | $1,839+1.3% | $2,886-35.4% | $4,296-56.6% |
| Admin fee / account holder | $1,219 | $2,488-51.0% | $4,713-74.1% | $6,918-82.4% |