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 | $6,231 | $51,638-87.9% | $68,368-90.9% | $82,448-92.4% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 20.27% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,130 | $2,914-26.9% | $4,123-48.3% | $4,139-48.6% |
| Admin fee / account holder | $1,278 | $4,643-72.5% | $5,150-75.2% | $7,234-82.3% |