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 | $118,427-96.1% | $66,042-93.1% | $142,382-96.8% |
| Participation rate | 73.9% | 68.1%+5.8pp | 67.5%+6.4pp | 80.1%-6.2pp |
| Annual return | 21.34% | 35.57%-14.2pp | 52.11%-30.8pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,031 | $4,311-52.9% | $2,835-28.4% | $6,507-68.8% |
| Admin fee / account holder | $403 | $9,593-95.8% | $5,747-93.0% | $12,624-96.8% |