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 | $23,330-60.3% | $64,489-85.6% | $82,448-88.8% |
| Participation rate | 89.7% | 68.3%+21.5pp | 67.7%+22.1pp | 68.1%+21.7pp |
| Annual return | 17.57% | 83.66%-66.1pp | 55.03%-37.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,306 | $824+58.4% | $1,523-14.3% | $2,551-48.8% |
| Participant deferral / active EE | $2,637 | $1,707+54.4% | $2,778-5.1% | $4,139-36.3% |
| Admin fee / account holder | $2,074 | $2,946-29.6% | $4,260-51.3% | $7,234-71.3% |