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 | $19,565 | $81,233-75.9% | $155,567-87.4% | $80,874-75.8% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 10.98% | 33.33%-22.3pp | 64.74%-53.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,339 | $3,452+25.7% | $5,628-22.9% | $4,297+1.0% |
| Admin fee / account holder | $1,107 | $7,998-86.2% | $15,916-93.0% | $6,935-84.0% |