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 | $3,505 | $24,730-85.8% | $66,042-94.7% | $84,808-95.9% |
| Participation rate | 82.5% | 68.1%+14.4pp | 67.5%+15.0pp | 68.3%+14.2pp |
| Annual return | 18.22% | 79.55%-61.3pp | 52.11%-33.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $458 | $857-46.5% | $1,579-71.0% | $2,631-82.6% |
| Participant deferral / active EE | $1,175 | $1,737-32.3% | $2,835-58.6% | $4,212-72.1% |
| Admin fee / account holder | $733 | $3,014-75.7% | $5,747-87.2% | $7,344-90.0% |