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 | $49,823 | $52,903-5.8% | $73,307-32.0% | $59,632-16.5% |
| Participation rate | 96.3% | 68.2%+28.1pp | 74.9%+21.4pp | 68.7%+27.6pp |
| Annual return | 8.63% | 12.20%-3.6pp | 5.67%+3.0pp | 2041.28%-2032.7pp |
| Employer contribution / active EE | $399 | $1,909-79.1% | $3,237-87.7% | $2,203-81.9% |
| Participant deferral / active EE | $2,676 | $4,069-34.2% | $4,991-46.4% | $3,192-16.2% |
| Admin fee / account holder | $1,818 | $3,834-52.6% | $5,637-67.7% | $4,297-57.7% |