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 | $32,698 | $103,949-68.5% | $69,182-52.7% | $273,961-88.1% |
| Participation rate | 93.3% | 67.4%+26.0pp | 55.1%+38.2pp | 83.0%+10.3pp |
| Annual return | 7.66% | 35.28%-27.6pp | -21.93%+29.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $892 | $1,783-50.0% | $1,206-26.0% | $4,869-81.7% |
| Participant deferral / active EE | $1,612 | $2,716-40.7% | $1,897-15.0% | $5,287-69.5% |
| Admin fee / account holder | $1,162 | $3,671-68.3% | $2,697-56.9% | $10,132-88.5% |