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 | $2,467 | $25,014-90.1% | $69,647-96.5% | $80,856-96.9% |
| Participation rate | 72.5% | 64.2%+8.3pp | 66.5%+6.0pp | 67.6%+4.9pp |
| Annual return | 16.57% | 19.07%-2.5pp | 100.48%-83.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $568 | $993-42.8% | $1,712-66.8% | $2,755-79.4% |
| Participant deferral / active EE | $1,529 | $1,839-16.9% | $2,886-47.0% | $4,296-64.4% |
| Admin fee / account holder | $318 | $2,488-87.2% | $4,713-93.2% | $6,918-95.4% |