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 | $23,330-74.6% | $64,489-90.8% | $82,448-92.8% |
| Participation rate | 88.1% | 68.3%+19.8pp | 67.7%+20.4pp | 68.1%+20.1pp |
| Annual return | 21.62% | 83.66%-62.0pp | 55.03%-33.4pp | 41.64%-20.0pp |
| Employer contribution / active EE | $563 | $824-31.7% | $1,523-63.1% | $2,551-77.9% |
| Participant deferral / active EE | $1,713 | $1,707+0.3% | $2,778-38.3% | $4,139-58.6% |
| Admin fee / account holder | $467 | $2,946-84.2% | $4,260-89.0% | $7,234-93.6% |