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 9-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 | $35,255 | $52,580-33.0% | $71,671-50.8% | $70,131-49.7% |
| Participation rate | 90.4% | 60.9%+29.5pp | 68.7%+21.6pp | 69.5%+20.8pp |
| Annual return | 16.10% | 20.25%-4.2pp | 20.65%-4.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $308 | $1,616-80.9% | $2,460-87.5% | $2,342-86.9% |
| Participant deferral / active EE | $1,500 | $2,386-37.1% | $3,438-56.4% | $3,332-55.0% |
| Admin fee / account holder | $400 | $3,653-89.1% | $5,558-92.8% | $4,645-91.4% |