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 | $10,594 | $80,717-86.9% | $154,803-93.2% | $84,808-87.5% |
| Participation rate | 78.0% | 66.8%+11.2pp | 78.1%-0.1pp | 68.3%+9.7pp |
| Annual return | 24.23% | 37.96%-13.7pp | 58.88%-34.6pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,116 | $3,303-5.7% | $5,540-43.8% | $4,212-26.0% |
| Admin fee / account holder | $1,164 | $6,746-82.8% | $14,329-91.9% | $7,344-84.2% |