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 3-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 | $2,440 | $25,014-90.2% | $69,647-96.5% | $80,856-97.0% |
| Participation rate | 80.4% | 64.2%+16.1pp | 66.5%+13.9pp | 67.6%+12.7pp |
| Annual return | 27.04% | 19.07%+8.0pp | 100.48%-73.4pp | 35.59%-8.6pp |
| Employer contribution / active EE | $536 | $993-46.0% | $1,712-68.7% | $2,755-80.5% |
| Participant deferral / active EE | $1,404 | $1,839-23.6% | $2,886-51.3% | $4,296-67.3% |
| Admin fee / account holder | $337 | $2,488-86.5% | $4,713-92.9% | $6,918-95.1% |