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 | $9,266 | $24,730-62.5% | $66,042-86.0% | $84,808-89.1% |
| Participation rate | 89.7% | 68.1%+21.7pp | 67.5%+22.2pp | 68.3%+21.4pp |
| Annual return | 17.57% | 79.55%-62.0pp | 52.11%-34.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,306 | $857+52.4% | $1,579-17.3% | $2,631-50.4% |
| Participant deferral / active EE | $2,637 | $1,737+51.8% | $2,835-7.0% | $4,212-37.4% |
| Admin fee / account holder | $2,074 | $3,014-31.2% | $5,747-63.9% | $7,344-71.8% |