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 6-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 | $3,960 | $54,705-92.8% | $71,209-94.4% | $84,808-95.3% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 35.83% | 35.90%-0.1pp | 282.51%-246.7pp | 40.90%-5.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,711 | $3,030-43.5% | $4,175-59.0% | $4,212-59.4% |
| Admin fee / account holder | $1,120 | $4,863-77.0% | $5,349-79.1% | $7,344-84.7% |