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 6-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 | $63,204 | $150,187-57.9% | $120,354-47.5% | $145,922-56.7% |
| Participation rate | 84.2% | 78.8%+5.5pp | 71.9%+12.3pp | 80.3%+3.9pp |
| Annual return | 19.44% | 154.07%-134.6pp | 107.15%-87.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,421 | $6,173-28.4% | $4,991-11.4% | $6,688-33.9% |
| Admin fee / account holder | $497 | $12,207-95.9% | $9,423-94.7% | $13,397-96.3% |