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 | $23,330-76.6% | $64,489-91.5% | $82,448-93.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 67.7%+16.9pp | 68.1%+16.5pp |
| Annual return | 22.04% | 83.66%-61.6pp | 55.03%-33.0pp | 41.64%-19.6pp |
| Employer contribution / active EE | $607 | $824-26.4% | $1,523-60.2% | $2,551-76.2% |
| Participant deferral / active EE | $1,230 | $1,707-28.0% | $2,778-55.7% | $4,139-70.3% |
| Admin fee / account holder | $330 | $2,946-88.8% | $4,260-92.2% | $7,234-95.4% |