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 | $3,064 | $25,014-87.7% | $69,647-95.6% | $80,856-96.2% |
| Participation rate | 71.8% | 64.2%+7.5pp | 66.5%+5.3pp | 67.6%+4.2pp |
| Annual return | 18.43% | 19.07%-0.6pp | 100.48%-82.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $745 | $993-25.0% | $1,712-56.5% | $2,755-73.0% |
| Participant deferral / active EE | $1,696 | $1,839-7.8% | $2,886-41.2% | $4,296-60.5% |
| Admin fee / account holder | $1,959 | $2,488-21.3% | $4,713-58.4% | $6,918-71.7% |