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 | $36,241 | $93,071-61.1% | $74,583-51.4% | $273,961-86.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 5.43% | 26.18%-20.7pp | 20.47%-15.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $306 | $3,160-90.3% | $2,525-87.9% | $4,869-93.7% |
| Participant deferral / active EE | $1,524 | $4,160-63.4% | $3,458-55.9% | $5,287-71.2% |
| Admin fee / account holder | $2,456 | $5,272-53.4% | $4,138-40.6% | $10,132-75.8% |