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 8-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 | $12,685 | $76,407-83.4% | $150,298-91.6% | $82,448-84.6% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.3pp | 68.1%+16.0pp |
| Annual return | 20.65% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,139 | $3,214+59.9% | $5,453-5.8% | $4,139+24.2% |
| Admin fee / account holder | $1,047 | $6,352-83.5% | $14,116-92.6% | $7,234-85.5% |