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 | $4,417 | $67,823-93.5% | $52,425-91.6% | $137,256-96.8% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 12.68% | 219.11%-206.4pp | 302.12%-289.4pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,493 | $2,288+8.9% | $1,790+39.2% | $6,407-61.1% |
| Admin fee / account holder | $610 | $2,844-78.6% | $2,495-75.6% | $12,270-95.0% |