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 | $23,330-86.1% | $64,489-95.0% | $82,448-96.1% |
| Participation rate | 84.4% | 68.3%+16.1pp | 67.7%+16.7pp | 68.1%+16.3pp |
| Annual return | 17.52% | 83.66%-66.1pp | 55.03%-37.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $245 | $824-70.2% | $1,523-83.9% | $2,551-90.4% |
| Participant deferral / active EE | $1,106 | $1,707-35.2% | $2,778-60.2% | $4,139-73.3% |
| Admin fee / account holder | $1,359 | $2,946-53.9% | $4,260-68.1% | $7,234-81.2% |