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 4-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 | $7,910 | $101,618-92.2% | $93,063-91.5% | $137,256-94.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.00% | 223.95%-200.9pp | 34.15%-11.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,056 | $2,707-61.0% | $2,476-57.3% | $4,156-74.6% |
| Participant deferral / active EE | $2,076 | $4,279-51.5% | $3,958-47.6% | $6,407-67.6% |
| Admin fee / account holder | $2,409 | $6,198-61.1% | $6,033-60.1% | $12,270-80.4% |