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 5-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 | $11,243 | $24,730-54.5% | $66,042-83.0% | $84,808-86.7% |
| Participation rate | 91.8% | 68.1%+23.7pp | 67.5%+24.3pp | 68.3%+23.5pp |
| Annual return | 19.24% | 79.55%-60.3pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $699 | $857-18.4% | $1,579-55.8% | $2,631-73.4% |
| Participant deferral / active EE | $2,467 | $1,737+42.0% | $2,835-13.0% | $4,212-41.4% |
| Admin fee / account holder | $747 | $3,014-75.2% | $5,747-87.0% | $7,344-89.8% |