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 7-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 | $5,213 | $51,638-89.9% | $68,368-92.4% | $82,448-93.7% |
| Participation rate | 76.4% | 63.6%+12.8pp | 73.8%+2.6pp | 68.1%+8.3pp |
| Annual return | 18.96% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,645 | $2,914-43.6% | $4,123-60.1% | $4,139-60.3% |
| Admin fee / account holder | $318 | $4,643-93.2% | $5,150-93.8% | $7,234-95.6% |