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 | $54,705-88.6% | $71,209-91.3% | $84,808-92.7% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 20.27% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,130 | $3,030-29.7% | $4,175-49.0% | $4,212-49.4% |
| Admin fee / account holder | $1,278 | $4,863-73.7% | $5,349-76.1% | $7,344-82.6% |