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 | $33,561 | $64,348-47.8% | $90,160-62.8% | $70,131-52.1% |
| Participation rate | 98.1% | 70.4%+27.6pp | 76.9%+21.2pp | 69.5%+28.5pp |
| Annual return | 17.31% | 28.13%-10.8pp | 34.88%-17.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $411 | $2,046-79.9% | $3,318-87.6% | $2,342-82.4% |
| Participant deferral / active EE | $6,476 | $4,389+47.6% | $5,288+22.5% | $3,332+94.4% |
| Admin fee / account holder | $595 | $3,944-84.9% | $5,943-90.0% | $4,645-87.2% |