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 5-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 | $8,728 | $64,839-86.5% | $95,585-90.9% | $84,808-89.7% |
| Participation rate | 90.5% | 63.8%+26.7pp | 72.1%+18.4pp | 68.3%+22.2pp |
| Annual return | 20.08% | -670.96%+691.0pp | 38.56%-18.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,270 | $1,759-27.8% | $2,527-49.7% | $2,631-51.7% |
| Participant deferral / active EE | $2,398 | $2,965-19.1% | $4,023-40.4% | $4,212-43.1% |
| Admin fee / account holder | $1,267 | $5,964-78.8% | $6,127-79.3% | $7,344-82.7% |