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 10-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 | $20,567 | $90,503-77.3% | $78,689-73.9% | $273,961-92.5% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 14.00% | 75.60%-61.6pp | 62.18%-48.2pp | 41.45%-27.5pp |
| Employer contribution / active EE | $137 | $3,176-95.7% | $2,851-95.2% | $4,869-97.2% |
| Participant deferral / active EE | $2,074 | $3,901-46.8% | $3,517-41.0% | $5,287-60.8% |
| Admin fee / account holder | $315 | $5,263-94.0% | $4,510-93.0% | $10,132-96.9% |