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 | $5,337 | $25,014-78.7% | $69,647-92.3% | $80,856-93.4% |
| Participation rate | 86.3% | 64.2%+22.0pp | 66.5%+19.8pp | 67.6%+18.6pp |
| Annual return | 16.87% | 19.07%-2.2pp | 100.48%-83.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $760 | $993-23.5% | $1,712-55.6% | $2,755-72.4% |
| Participant deferral / active EE | $1,689 | $1,839-8.2% | $2,886-41.5% | $4,296-60.7% |
| Admin fee / account holder | $866 | $2,488-65.2% | $4,713-81.6% | $6,918-87.5% |