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 | $2,739 | $25,014-89.0% | $69,647-96.1% | $80,856-96.6% |
| Participation rate | 84.7% | 64.2%+20.5pp | 66.5%+18.3pp | 67.6%+17.1pp |
| Annual return | 17.52% | 19.07%-1.6pp | 100.48%-83.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $489 | $993-50.7% | $1,712-71.4% | $2,755-82.2% |
| Participant deferral / active EE | $1,482 | $1,839-19.4% | $2,886-48.6% | $4,296-65.5% |
| Admin fee / account holder | $1,409 | $2,488-43.4% | $4,713-70.1% | $6,918-79.6% |