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 | $31,559 | $107,934-70.8% | $91,989-65.7% | $152,861-79.4% |
| Participation rate | 79.2% | 81.2%-2.0pp | 78.6%+0.5pp | 82.4%-3.3pp |
| Annual return | 24.83% | 89.24%-64.4pp | 69.02%-44.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,545 | $6,364-28.6% | $5,923-23.3% | $5,850-22.3% |
| Admin fee / account holder | $1,651 | $10,520-84.3% | $7,743-78.7% | $11,596-85.8% |