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 | $4,590 | $116,167-96.0% | $64,489-92.9% | $137,256-96.7% |
| Participation rate | 73.9% | 68.2%+5.7pp | 67.7%+6.2pp | 80.0%-6.0pp |
| Annual return | 21.34% | 36.55%-15.2pp | 55.03%-33.7pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,031 | $4,215-51.8% | $2,778-26.9% | $6,407-68.3% |
| Admin fee / account holder | $403 | $6,188-93.5% | $4,260-90.5% | $12,270-96.7% |