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 | $45,078 | $78,672-42.7% | $109,143-58.7% | $85,850-47.5% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 12.33% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $980 | $2,735-64.2% | $3,722-73.7% | $2,565-61.8% |
| Participant deferral / active EE | $3,248 | $3,467-6.3% | $4,653-30.2% | $3,952-17.8% |
| Admin fee / account holder | $4,523 | $5,469-17.3% | $6,752-33.0% | $6,260-27.8% |