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 | $6,049 | $25,014-75.8% | $69,647-91.3% | $80,856-92.5% |
| Participation rate | 81.6% | 64.2%+17.3pp | 66.5%+15.1pp | 67.6%+13.9pp |
| Annual return | 14.15% | 19.07%-4.9pp | 100.48%-86.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $860 | $993-13.4% | $1,712-49.8% | $2,755-68.8% |
| Participant deferral / active EE | $1,842 | $1,839+0.2% | $2,886-36.2% | $4,296-57.1% |
| Admin fee / account holder | $991 | $2,488-60.2% | $4,713-79.0% | $6,918-85.7% |