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 | $45,378 | $56,110-19.1% | $94,993-52.2% | $70,131-35.3% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.9%+22.8pp | 69.5%+27.1pp |
| Annual return | 18.19% | 51.02%-32.8pp | 27.12%-8.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $718 | $1,442-50.2% | $2,603-72.4% | $2,342-69.4% |
| Participant deferral / active EE | $2,204 | $2,391-7.8% | $3,317-33.5% | $3,332-33.8% |
| Admin fee / account holder | $645 | $3,456-81.4% | $4,960-87.0% | $4,645-86.1% |