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 | $81,446-67.9% | $103,374-74.7% | $80,874-67.7% |
| Participation rate | 82.5% | 66.9%+15.6pp | 74.5%+8.0pp | 67.6%+14.9pp |
| Annual return | 57.29% | 25.57%+31.7pp | 24.89%+32.4pp | 35.62%+21.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,056 | $3,870-21.0% | $5,058-39.6% | $4,297-28.9% |
| Admin fee / account holder | $1,239 | $6,715-81.5% | $8,394-85.2% | $6,935-82.1% |