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 | $3,610 | $24,730-85.4% | $66,042-94.5% | $84,808-95.7% |
| Participation rate | 80.3% | 68.1%+12.2pp | 67.5%+12.8pp | 68.3%+12.0pp |
| Annual return | 17.42% | 79.55%-62.1pp | 52.11%-34.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $575 | $857-32.8% | $1,579-63.6% | $2,631-78.1% |
| Participant deferral / active EE | $1,362 | $1,737-21.6% | $2,835-51.9% | $4,212-67.7% |
| Admin fee / account holder | $1,291 | $3,014-57.2% | $5,747-77.5% | $7,344-82.4% |