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 | $8,211 | $24,730-66.8% | $66,042-87.6% | $84,808-90.3% |
| Participation rate | 76.8% | 68.1%+8.7pp | 67.5%+9.3pp | 68.3%+8.5pp |
| Annual return | 21.22% | 79.55%-58.3pp | 52.11%-30.9pp | 40.90%-19.7pp |
| Employer contribution / active EE | $735 | $857-14.2% | $1,579-53.4% | $2,631-72.1% |
| Participant deferral / active EE | $2,041 | $1,737+17.5% | $2,835-28.0% | $4,212-51.5% |
| Admin fee / account holder | $453 | $3,014-85.0% | $5,747-92.1% | $7,344-93.8% |