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 | $2,946 | $25,014-88.2% | $69,647-95.8% | $80,856-96.4% |
| Participation rate | 79.2% | 64.2%+15.0pp | 66.5%+12.8pp | 67.6%+11.6pp |
| Annual return | 24.00% | 19.07%+4.9pp | 100.48%-76.5pp | 35.59%-11.6pp |
| Employer contribution / active EE | $541 | $993-45.5% | $1,712-68.4% | $2,755-80.3% |
| Participant deferral / active EE | $1,329 | $1,839-27.7% | $2,886-53.9% | $4,296-69.1% |
| Admin fee / account holder | $927 | $2,488-62.7% | $4,713-80.3% | $6,918-86.6% |