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 | $24,555 | $80,717-69.6% | $154,803-84.1% | $84,808-71.0% |
| Participation rate | 91.3% | 66.8%+24.5pp | 78.1%+13.2pp | 68.3%+23.0pp |
| Annual return | 29.14% | 37.96%-8.8pp | 58.88%-29.7pp | 40.90%-11.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,369 | $3,303+153.4% | $5,540+51.1% | $4,212+98.7% |
| Admin fee / account holder | $680 | $6,746-89.9% | $14,329-95.3% | $7,344-90.7% |