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 | $24,386 | $93,571-73.9% | $135,903-82.1% | $75,163-67.6% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 45.65% | 30.90%+14.7pp | 68.23%-22.6pp | 160.62%-115.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,147 | $6,404+120.9% | $7,758+82.4% | $4,125+242.9% |
| Admin fee / account holder | $764 | $6,975-89.0% | $10,762-92.9% | $5,651-86.5% |