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 7-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 | $4,382 | $29,319-85.1% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 78.0% | 46.9%+31.1pp | 55.6%+22.4pp | 68.1%+9.9pp |
| Annual return | 19.00% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $462 | $586-21.2% | $914-49.5% | $2,551-81.9% |
| Participant deferral / active EE | $1,186 | $1,171+1.3% | $1,790-33.8% | $4,139-71.3% |
| Admin fee / account holder | $403 | $1,962-79.5% | $2,495-83.8% | $7,234-94.4% |