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 | $2,382 | $23,330-89.8% | $64,489-96.3% | $82,448-97.1% |
| Participation rate | 88.7% | 68.3%+20.4pp | 67.7%+21.0pp | 68.1%+20.6pp |
| Annual return | 20.51% | 83.66%-63.2pp | 55.03%-34.5pp | 41.64%-21.1pp |
| Employer contribution / active EE | $517 | $824-37.3% | $1,523-66.1% | $2,551-79.7% |
| Participant deferral / active EE | $1,229 | $1,707-28.0% | $2,778-55.8% | $4,139-70.3% |
| Admin fee / account holder | $393 | $2,946-86.6% | $4,260-90.8% | $7,234-94.6% |