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 | $24,730-88.3% | $66,042-95.6% | $84,808-96.6% |
| Participation rate | 87.2% | 68.1%+19.1pp | 67.5%+19.7pp | 68.3%+18.9pp |
| Annual return | 20.94% | 79.55%-58.6pp | 52.11%-31.2pp | 40.90%-20.0pp |
| Employer contribution / active EE | $584 | $857-31.8% | $1,579-63.0% | $2,631-77.8% |
| Participant deferral / active EE | $1,470 | $1,737-15.4% | $2,835-48.2% | $4,212-65.1% |
| Admin fee / account holder | $830 | $3,014-72.5% | $5,747-85.6% | $7,344-88.7% |