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 | $8,872 | $24,730-64.1% | $66,042-86.6% | $84,808-89.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 68.3%+11.7pp |
| Annual return | 44.46% | 79.55%-35.1pp | 52.11%-7.7pp | 40.90%+3.6pp |
| Employer contribution / active EE | $498 | $857-41.9% | $1,579-68.5% | $2,631-81.1% |
| Participant deferral / active EE | $2,408 | $1,737+38.6% | $2,835-15.1% | $4,212-42.8% |
| Admin fee / account holder | $1,180 | $3,014-60.9% | $5,747-79.5% | $7,344-83.9% |