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 6-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 | $23,632 | $115,708-79.6% | $65,255-63.8% | $139,434-83.1% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 12.53% | 31.19%-18.7pp | 47.35%-34.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,708 | $4,240+11.0% | $2,831+66.3% | $6,710-29.8% |
| Admin fee / account holder | $5,916 | $6,698-11.7% | $4,112+43.9% | $11,403-48.1% |