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 | $8,820 | $101,618-91.3% | $93,063-90.5% | $137,256-93.6% |
| Participation rate | 92.3% | 74.9%+17.4pp | 72.1%+20.2pp | 80.0%+12.3pp |
| Annual return | 29.16% | 223.95%-194.8pp | 34.15%-5.0pp | 220.34%-191.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,078 | $4,279-4.7% | $3,958+3.0% | $6,407-36.3% |
| Admin fee / account holder | $407 | $6,198-93.4% | $6,033-93.2% | $12,270-96.7% |