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 | $6,443 | $54,705-88.2% | $71,209-91.0% | $84,808-92.4% |
| Participation rate | 95.0% | 64.1%+30.9pp | 73.8%+21.2pp | 68.3%+26.7pp |
| Annual return | 25.43% | 35.90%-10.5pp | 282.51%-257.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,132 | $2,158-47.5% | $2,721-58.4% | $2,631-57.0% |
| Participant deferral / active EE | $1,885 | $3,030-37.8% | $4,175-54.8% | $4,212-55.2% |
| Admin fee / account holder | $524 | $4,863-89.2% | $5,349-90.2% | $7,344-92.9% |