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 | $5,382 | $54,705-90.2% | $71,209-92.4% | $84,808-93.7% |
| Participation rate | 76.0% | 64.1%+11.9pp | 73.8%+2.2pp | 68.3%+7.7pp |
| Annual return | 15.74% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,522 | $3,030-49.8% | $4,175-63.6% | $4,212-63.9% |
| Admin fee / account holder | $2,072 | $4,863-57.4% | $5,349-61.3% | $7,344-71.8% |