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 | $2,896 | $23,330-87.6% | $64,489-95.5% | $82,448-96.5% |
| Participation rate | 87.2% | 68.3%+18.9pp | 67.7%+19.5pp | 68.1%+19.1pp |
| Annual return | 20.94% | 83.66%-62.7pp | 55.03%-34.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $584 | $824-29.2% | $1,523-61.7% | $2,551-77.1% |
| Participant deferral / active EE | $1,470 | $1,707-13.9% | $2,778-47.1% | $4,139-64.5% |
| Admin fee / account holder | $830 | $2,946-71.8% | $4,260-80.5% | $7,234-88.5% |