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 | $24,730-67.8% | $66,042-88.0% | $84,808-90.6% |
| Participation rate | 74.0% | 68.1%+5.9pp | 67.5%+6.5pp | 68.3%+5.7pp |
| Annual return | 20.55% | 79.55%-59.0pp | 52.11%-31.6pp | 40.90%-20.3pp |
| Employer contribution / active EE | $912 | $857+6.4% | $1,579-42.3% | $2,631-65.4% |
| Participant deferral / active EE | $1,980 | $1,737+14.0% | $2,835-30.2% | $4,212-53.0% |
| Admin fee / account holder | $1,788 | $3,014-40.7% | $5,747-68.9% | $7,344-75.6% |