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 | $26,138 | $81,460-67.9% | $103,333-74.7% | $80,856-67.7% |
| Participation rate | 82.5% | 66.8%+15.7pp | 74.5%+8.0pp | 67.6%+14.9pp |
| Annual return | 57.29% | 25.55%+31.7pp | 24.88%+32.4pp | 35.59%+21.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,056 | $3,869-21.0% | $5,057-39.6% | $4,296-28.9% |
| Admin fee / account holder | $1,239 | $6,566-81.1% | $8,355-85.2% | $6,918-82.1% |