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 | $26,711 | $159,602-83.3% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 16.26% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,227 | $8,310-37.1% | $7,997-34.6% | $6,507-19.7% |
| Admin fee / account holder | $691 | $14,846-95.3% | $13,435-94.9% | $12,624-94.5% |