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 | $3,253 | $24,730-86.8% | $66,042-95.1% | $84,808-96.2% |
| Participation rate | 84.4% | 68.1%+16.3pp | 67.5%+16.9pp | 68.3%+16.1pp |
| Annual return | 17.52% | 79.55%-62.0pp | 52.11%-34.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $245 | $857-71.4% | $1,579-84.5% | $2,631-90.7% |
| Participant deferral / active EE | $1,106 | $1,737-36.3% | $2,835-61.0% | $4,212-73.7% |
| Admin fee / account holder | $1,359 | $3,014-54.9% | $5,747-76.3% | $7,344-81.5% |