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 | $25,211 | $56,277-55.2% | $80,975-68.9% | $62,891-59.9% |
| Participation rate | 93.2% | 69.0%+24.3pp | 75.8%+17.4pp | 69.3%+23.9pp |
| Annual return | 16.41% | 22.12%-5.7pp | 17.10%-0.7pp | 20.14%-3.7pp |
| Employer contribution / active EE | $356 | $1,943-81.7% | $3,714-90.4% | $2,281-84.4% |
| Participant deferral / active EE | $5,367 | $4,195+27.9% | $5,696-5.8% | $3,203+67.6% |
| Admin fee / account holder | $1,300 | $3,741-65.3% | $5,516-76.4% | $4,296-69.7% |