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 | $6,095 | $24,730-75.4% | $66,042-90.8% | $84,808-92.8% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 68.3%+19.2pp |
| Annual return | 27.66% | 79.55%-51.9pp | 52.11%-24.5pp | 40.90%-13.2pp |
| Employer contribution / active EE | $839 | $857-2.1% | $1,579-46.9% | $2,631-68.1% |
| Participant deferral / active EE | $1,866 | $1,737+7.4% | $2,835-34.2% | $4,212-55.7% |
| Admin fee / account holder | $805 | $3,014-73.3% | $5,747-86.0% | $7,344-89.0% |