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 | $15,887 | $58,627-72.9% | $76,735-79.3% | $82,448-80.7% |
| Participation rate | 73.5% | 63.2%+10.3pp | 69.5%+4.0pp | 68.1%+5.5pp |
| Annual return | 60.57% | 39.10%+21.5pp | 29.77%+30.8pp | 41.64%+18.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,005 | $3,134+27.8% | $4,088-2.0% | $4,139-3.3% |
| Admin fee / account holder | $310 | $5,323-94.2% | $7,189-95.7% | $7,234-95.7% |