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 4-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 | $29,010 | $102,382-71.7% | $147,005-80.3% | $80,874-64.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 14.14% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,019 | $3,715-72.6% | $4,934-79.3% | $2,756-63.0% |
| Participant deferral / active EE | $6,702 | $6,646+0.8% | $8,070-16.9% | $4,297+56.0% |
| Admin fee / account holder | $1,582 | $7,942-80.1% | $13,006-87.8% | $6,935-77.2% |