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 | $24,539 | $76,552-67.9% | $123,892-80.2% | $62,891-61.0% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 36.33% | 18.68%+17.7pp | 47.52%-11.2pp | 20.14%+16.2pp |
| Employer contribution / active EE | $487 | $2,883-83.1% | $4,617-89.4% | $2,281-78.6% |
| Participant deferral / active EE | $3,301 | $4,840-31.8% | $5,984-44.8% | $3,203+3.0% |
| Admin fee / account holder | $6,751 | $4,826+39.9% | $8,357-19.2% | $4,296+57.2% |