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 | $4,225 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 26.45% | 353.14%-326.7pp | 292.57%-266.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,505 | $4,410-65.9% | $4,123-63.5% | $6,407-76.5% |
| Admin fee / account holder | $419 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |