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 | $15,260 | $69,010-77.9% | $159,960-90.5% | $68,494-77.7% |
| Participation rate | 77.4% | 65.4%+12.0pp | 78.0%-0.5pp | 67.9%+9.5pp |
| Annual return | 7.01% | -9.65%+16.7pp | 408.60%-401.6pp | -7.84%+14.9pp |
| Employer contribution / active EE | $812 | $2,213-63.3% | $4,226-80.8% | $2,596-68.7% |
| Participant deferral / active EE | $6,800 | $4,212+61.4% | $6,182+10.0% | $4,027+68.9% |
| Admin fee / account holder | $6,073 | $4,798+26.6% | $8,698-30.2% | $5,403+12.4% |