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 | $7,190 | $24,730-70.9% | $66,042-89.1% | $84,808-91.5% |
| Participation rate | 96.8% | 68.1%+28.7pp | 67.5%+29.3pp | 68.3%+28.5pp |
| Annual return | 16.60% | 79.55%-63.0pp | 52.11%-35.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,669 | $857+94.8% | $1,579+5.7% | $2,631-36.6% |
| Participant deferral / active EE | $2,227 | $1,737+28.2% | $2,835-21.5% | $4,212-47.1% |
| Admin fee / account holder | $1,055 | $3,014-65.0% | $5,747-81.6% | $7,344-85.6% |