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 | $17,834 | $80,717-77.9% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.1pp | 68.3%+7.6pp |
| Annual return | 20.54% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,733 | $3,303+43.3% | $5,540-14.6% | $4,212+12.4% |
| Admin fee / account holder | $1,899 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |