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 | $2,303 | $25,014-90.8% | $69,647-96.7% | $80,856-97.2% |
| Participation rate | 90.0% | 64.2%+25.8pp | 66.5%+23.5pp | 67.6%+22.4pp |
| Annual return | 29.64% | 19.07%+10.6pp | 100.48%-70.8pp | 35.59%-6.0pp |
| Employer contribution / active EE | $854 | $993-14.0% | $1,712-50.1% | $2,755-69.0% |
| Participant deferral / active EE | $1,848 | $1,839+0.5% | $2,886-36.0% | $4,296-57.0% |
| Admin fee / account holder | $615 | $2,488-75.3% | $4,713-86.9% | $6,918-91.1% |