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 | $9,618 | $118,427-91.9% | $66,042-85.4% | $142,382-93.2% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 25.39% | 35.57%-10.2pp | 52.11%-26.7pp | 217.08%-191.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,212 | $4,311-48.7% | $2,835-22.0% | $6,507-66.0% |
| Admin fee / account holder | $929 | $9,593-90.3% | $5,747-83.8% | $12,624-92.6% |