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 | $2,991 | $74,888-96.0% | $71,209-95.8% | $142,382-97.9% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.1%-2.8pp |
| Annual return | 18.96% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $773 | $4,454-82.7% | $4,175-81.5% | $6,507-88.1% |
| Admin fee / account holder | $763 | $5,568-86.3% | $5,349-85.7% | $12,624-94.0% |