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 | $37,342 | $78,422-52.4% | $95,952-61.1% | $79,858-53.2% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 14.24% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $566 | $1,945-70.9% | $2,541-77.7% | $2,471-77.1% |
| Participant deferral / active EE | $2,901 | $3,440-15.7% | $4,167-30.4% | $3,740-22.4% |
| Admin fee / account holder | $2,029 | $5,622-63.9% | $6,795-70.1% | $5,306-61.8% |