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 | $8,543 | $97,125-91.2% | $86,233-90.1% | $137,256-93.8% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 21.03% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,596 | $5,180-30.6% | $4,559-21.1% | $6,407-43.9% |
| Admin fee / account holder | $2,244 | $9,725-76.9% | $8,342-73.1% | $12,270-81.7% |