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 | $4,235 | $25,014-83.1% | $69,647-93.9% | $80,856-94.8% |
| Participation rate | 78.1% | 64.2%+13.9pp | 66.5%+11.7pp | 67.6%+10.5pp |
| Annual return | 22.16% | 19.07%+3.1pp | 100.48%-78.3pp | 35.59%-13.4pp |
| Employer contribution / active EE | $827 | $993-16.7% | $1,712-51.7% | $2,755-70.0% |
| Participant deferral / active EE | $1,934 | $1,839+5.2% | $2,886-33.0% | $4,296-55.0% |
| Admin fee / account holder | $1,179 | $2,488-52.6% | $4,713-75.0% | $6,918-83.0% |