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 | $24,985 | $133,922-81.3% | $116,228-78.5% | $142,382-82.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 28.48% | 147.76%-119.3pp | 90.06%-61.6pp | 217.08%-188.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,419 | $5,672+154.2% | $4,953+191.1% | $6,507+121.6% |
| Admin fee / account holder | $5,259 | $14,945-64.8% | $11,989-56.1% | $12,624-58.3% |