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 3-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 | $9,977 | $54,705-81.8% | $71,209-86.0% | $84,808-88.2% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 26.82% | 35.90%-9.1pp | 282.51%-255.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,898 | $3,030+28.6% | $4,175-6.6% | $4,212-7.5% |
| Admin fee / account holder | $1,252 | $4,863-74.3% | $5,349-76.6% | $7,344-83.0% |