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 | $45,637 | $55,706-18.1% | $75,886-39.9% | $72,985-37.5% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.3%+21.6pp | 69.5%+21.4pp |
| Annual return | 23.99% | 27.59%-3.6pp | 30.76%-6.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $443 | $1,687-73.8% | $2,500-82.3% | $2,440-81.9% |
| Participant deferral / active EE | $2,289 | $2,634-13.1% | $3,603-36.5% | $3,607-36.5% |
| Admin fee / account holder | $372 | $3,978-90.7% | $5,418-93.1% | $5,124-92.8% |