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 4-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 | $6,675 | $56,053-88.1% | $75,972-91.2% | $80,856-91.7% |
| Participation rate | 93.1% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 33.41% | 20.53%+12.9pp | 359.55%-326.1pp | 35.59%-2.2pp |
| Employer contribution / active EE | $1,614 | $1,874-13.9% | $2,685-39.9% | $2,755-41.4% |
| Participant deferral / active EE | $2,405 | $3,052-21.2% | $4,255-43.5% | $4,296-44.0% |
| Admin fee / account holder | $859 | $5,234-83.6% | $6,467-86.7% | $6,918-87.6% |