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 | $34,740 | $82,664-58.0% | $125,339-72.3% | $68,494-49.3% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | 16.18% | -5.97%+22.1pp | 572.05%-555.9pp | -7.84%+24.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,629 | $6,110-57.0% | $7,446-64.7% | $4,027-34.7% |
| Admin fee / account holder | $1,593 | $6,275-74.6% | $10,010-84.1% | $5,403-70.5% |