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 | $3,747 | $20,316-81.6% | $66,042-94.3% | $74,304-95.0% |
| Participation rate | 71.7% | 62.8%+8.9pp | 67.5%+4.2pp | 60.3%+11.3pp |
| Annual return | 24.94% | 28.10%-3.2pp | 52.11%-27.2pp | 29.43%-4.5pp |
| Employer contribution / active EE | $537 | $745-27.9% | $1,579-66.0% | $2,241-76.1% |
| Participant deferral / active EE | $1,042 | $1,615-35.5% | $2,835-63.2% | $3,767-72.3% |
| Admin fee / account holder | $809 | $1,668-51.5% | $5,747-85.9% | $2,969-72.7% |