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 | $13,055 | $105,126-87.6% | $94,646-86.2% | $139,434-90.6% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 16.91% | 38.03%-21.1pp | 156.71%-139.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,058 | $7,599-46.6% | $7,418-45.3% | $6,710-39.5% |
| Admin fee / account holder | $4,357 | $8,984-51.5% | $7,231-39.7% | $11,403-61.8% |