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 3-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 | $4,065 | $24,730-83.6% | $66,042-93.8% | $84,808-95.2% |
| Participation rate | 76.8% | 68.1%+8.7pp | 67.5%+9.3pp | 68.3%+8.5pp |
| Annual return | 24.04% | 79.55%-55.5pp | 52.11%-28.1pp | 40.90%-16.9pp |
| Employer contribution / active EE | $638 | $857-25.6% | $1,579-59.6% | $2,631-75.8% |
| Participant deferral / active EE | $1,553 | $1,737-10.6% | $2,835-45.2% | $4,212-63.1% |
| Admin fee / account holder | $1,787 | $3,014-40.7% | $5,747-68.9% | $7,344-75.7% |