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 | $32,980 | $58,512-43.6% | $84,015-60.7% | $72,985-54.8% |
| Participation rate | 98.9% | 61.2%+37.7pp | 69.0%+29.9pp | 69.5%+29.5pp |
| Annual return | 19.82% | 28.93%-9.1pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $951 | $1,163-18.3% | $1,983-52.1% | $2,440-61.0% |
| Participant deferral / active EE | $1,786 | $2,394-25.4% | $3,239-44.9% | $3,607-50.5% |
| Admin fee / account holder | $1,844 | $4,569-59.6% | $6,101-69.8% | $5,124-64.0% |