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 | $9,361 | $25,014-62.6% | $69,647-86.6% | $80,856-88.4% |
| Participation rate | 86.2% | 64.2%+21.9pp | 66.5%+19.7pp | 67.6%+18.5pp |
| Annual return | 11.69% | 19.07%-7.4pp | 100.48%-88.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,096 | $993+111.1% | $1,712+22.4% | $2,755-23.9% |
| Participant deferral / active EE | $2,541 | $1,839+38.2% | $2,886-12.0% | $4,296-40.9% |
| Admin fee / account holder | $1,596 | $2,488-35.8% | $4,713-66.1% | $6,918-76.9% |