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 | $18,035 | $37,426-51.8% | $77,482-76.7% | $79,858-77.4% |
| Participation rate | 91.3% | 41.5%+49.8pp | 54.2%+37.1pp | 69.6%+21.7pp |
| Annual return | 13.79% | 39.70%-25.9pp | 54.79%-41.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $901 | $637+41.5% | $986-8.7% | $2,471-63.5% |
| Participant deferral / active EE | $1,605 | $1,260+27.4% | $1,861-13.8% | $3,740-57.1% |
| Admin fee / account holder | $2,204 | $2,504-12.0% | $2,858-22.9% | $5,306-58.5% |