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 | $7,536 | $24,730-69.5% | $66,042-88.6% | $84,808-91.1% |
| Participation rate | 70.7% | 68.1%+2.6pp | 67.5%+3.2pp | 68.3%+2.4pp |
| Annual return | 21.73% | 79.55%-57.8pp | 52.11%-30.4pp | 40.90%-19.2pp |
| Employer contribution / active EE | $704 | $857-17.8% | $1,579-55.4% | $2,631-73.2% |
| Participant deferral / active EE | $1,731 | $1,737-0.3% | $2,835-38.9% | $4,212-58.9% |
| Admin fee / account holder | $604 | $3,014-80.0% | $5,747-89.5% | $7,344-91.8% |