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 | $2,143 | $24,730-91.3% | $66,042-96.8% | $84,808-97.5% |
| Participation rate | 95.7% | 68.1%+27.6pp | 67.5%+28.2pp | 68.3%+27.4pp |
| Annual return | 17.47% | 79.55%-62.1pp | 52.11%-34.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $415 | $857-51.5% | $1,579-73.7% | $2,631-84.2% |
| Participant deferral / active EE | $968 | $1,737-44.3% | $2,835-65.9% | $4,212-77.0% |
| Admin fee / account holder | $472 | $3,014-84.3% | $5,747-91.8% | $7,344-93.6% |