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 | $50,331 | $52,580-4.3% | $71,671-29.8% | $70,131-28.2% |
| Participation rate | 92.7% | 60.9%+31.8pp | 68.7%+23.9pp | 69.5%+23.1pp |
| Annual return | 14.63% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $509 | $1,616-68.5% | $2,460-79.3% | $2,342-78.3% |
| Participant deferral / active EE | $4,055 | $2,386+69.9% | $3,438+18.0% | $3,332+21.7% |
| Admin fee / account holder | $378 | $3,653-89.6% | $5,558-93.2% | $4,645-91.9% |