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 | $3,795 | $24,730-84.7% | $66,042-94.3% | $84,808-95.5% |
| Participation rate | 78.0% | 68.1%+10.0pp | 67.5%+10.5pp | 68.3%+9.7pp |
| Annual return | 23.14% | 79.55%-56.4pp | 52.11%-29.0pp | 40.90%-17.8pp |
| Employer contribution / active EE | $346 | $857-59.6% | $1,579-78.1% | $2,631-86.8% |
| Participant deferral / active EE | $1,450 | $1,737-16.5% | $2,835-48.9% | $4,212-65.6% |
| Admin fee / account holder | $1,013 | $3,014-66.4% | $5,747-82.4% | $7,344-86.2% |