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 | $5,376 | $101,618-94.7% | $93,063-94.2% | $137,256-96.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 22.13% | 223.95%-201.8pp | 34.15%-12.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,647 | $4,279-61.5% | $3,958-58.4% | $6,407-74.3% |
| Admin fee / account holder | $1,508 | $6,198-75.7% | $6,033-75.0% | $12,270-87.7% |