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 | $3,862 | $25,014-84.6% | $69,647-94.5% | $80,856-95.2% |
| Participation rate | 83.1% | 64.2%+18.9pp | 66.5%+16.7pp | 67.6%+15.5pp |
| Annual return | 21.10% | 19.07%+2.0pp | 100.48%-79.4pp | 35.59%-14.5pp |
| Employer contribution / active EE | $756 | $993-23.9% | $1,712-55.8% | $2,755-72.6% |
| Participant deferral / active EE | $2,093 | $1,839+13.8% | $2,886-27.5% | $4,296-51.3% |
| Admin fee / account holder | $1,419 | $2,488-43.0% | $4,713-69.9% | $6,918-79.5% |