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 | $2,878 | $24,730-88.4% | $66,042-95.6% | $84,808-96.6% |
| Participation rate | 77.1% | 68.1%+9.1pp | 67.5%+9.6pp | 68.3%+8.8pp |
| Annual return | 15.59% | 79.55%-64.0pp | 52.11%-36.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $410 | $857-52.1% | $1,579-74.0% | $2,631-84.4% |
| Participant deferral / active EE | $1,808 | $1,737+4.1% | $2,835-36.3% | $4,212-57.1% |
| Admin fee / account holder | $1,063 | $3,014-64.7% | $5,747-81.5% | $7,344-85.5% |