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 | $6,206 | $24,730-74.9% | $66,042-90.6% | $84,808-92.7% |
| Participation rate | 81.7% | 68.1%+13.6pp | 67.5%+14.2pp | 68.3%+13.4pp |
| Annual return | 19.19% | 79.55%-60.4pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $672 | $857-21.6% | $1,579-57.5% | $2,631-74.5% |
| Participant deferral / active EE | $1,733 | $1,737-0.2% | $2,835-38.9% | $4,212-58.9% |
| Admin fee / account holder | $1,144 | $3,014-62.0% | $5,747-80.1% | $7,344-84.4% |