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 | $35,983 | $58,828-38.8% | $77,999-53.9% | $62,891-42.8% |
| Participation rate | 95.8% | 71.1%+24.7pp | 75.5%+20.3pp | 69.3%+26.5pp |
| Annual return | 6.89% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,282 | $1,672-23.3% | $2,470-48.1% | $2,281-43.8% |
| Participant deferral / active EE | $2,208 | $2,686-17.8% | $3,497-36.8% | $3,203-31.1% |
| Admin fee / account holder | $876 | $4,393-80.1% | $5,480-84.0% | $4,296-79.6% |