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 | $5,452 | $24,730-78.0% | $66,042-91.7% | $84,808-93.6% |
| Participation rate | 84.6% | 68.1%+16.5pp | 67.5%+17.1pp | 68.3%+16.3pp |
| Annual return | 22.04% | 79.55%-57.5pp | 52.11%-30.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $607 | $857-29.2% | $1,579-61.6% | $2,631-76.9% |
| Participant deferral / active EE | $1,230 | $1,737-29.2% | $2,835-56.6% | $4,212-70.8% |
| Admin fee / account holder | $330 | $3,014-89.0% | $5,747-94.3% | $7,344-95.5% |