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 | $5,922 | $24,730-76.1% | $66,042-91.0% | $84,808-93.0% |
| Participation rate | 88.1% | 68.1%+20.0pp | 67.5%+20.6pp | 68.3%+19.8pp |
| Annual return | 21.62% | 79.55%-57.9pp | 52.11%-30.5pp | 40.90%-19.3pp |
| Employer contribution / active EE | $563 | $857-34.3% | $1,579-64.4% | $2,631-78.6% |
| Participant deferral / active EE | $1,713 | $1,737-1.4% | $2,835-39.6% | $4,212-59.3% |
| Admin fee / account holder | $467 | $3,014-84.5% | $5,747-91.9% | $7,344-93.6% |