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 | $7,957 | $23,330-65.9% | $64,489-87.7% | $82,448-90.3% |
| Participation rate | 74.0% | 68.3%+5.7pp | 67.7%+6.3pp | 68.1%+5.9pp |
| Annual return | 20.55% | 83.66%-63.1pp | 55.03%-34.5pp | 41.64%-21.1pp |
| Employer contribution / active EE | $912 | $824+10.6% | $1,523-40.2% | $2,551-64.3% |
| Participant deferral / active EE | $1,980 | $1,707+16.0% | $2,778-28.7% | $4,139-52.2% |
| Admin fee / account holder | $1,788 | $2,946-39.3% | $4,260-58.0% | $7,234-75.3% |