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 | $54,705-90.5% | $71,209-92.7% | $84,808-93.9% |
| Participation rate | 76.4% | 64.1%+12.3pp | 73.8%+2.6pp | 68.3%+8.1pp |
| Annual return | 18.96% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,645 | $3,030-45.7% | $4,175-60.6% | $4,212-61.0% |
| Admin fee / account holder | $318 | $4,863-93.5% | $5,349-94.1% | $7,344-95.7% |