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 8-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 | $6,332 | $69,207-90.9% | $64,056-90.1% | $139,434-95.5% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.3%+22.9pp | 80.3%+14.9pp |
| Annual return | 21.57% | 45.88%-24.3pp | 33.69%-12.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,667 | $4,682-43.0% | $3,880-31.3% | $6,710-60.3% |
| Admin fee / account holder | $525 | $4,244-87.6% | $3,068-82.9% | $11,403-95.4% |