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 | $100,773-91.5% | $88,946-90.4% | $142,382-94.0% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 21.03% | 70.18%-49.1pp | 57.82%-36.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,596 | $5,230-31.3% | $4,581-21.5% | $6,507-44.7% |
| Admin fee / account holder | $2,244 | $9,693-76.8% | $8,261-72.8% | $12,624-82.2% |