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 | $23,067 | $99,341-76.8% | $84,750-72.8% | $273,961-91.6% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 12.06% | 22.93%-10.9pp | 22.78%-10.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $881 | $4,214-79.1% | $3,574-75.3% | $4,869-81.9% |
| Participant deferral / active EE | $2,245 | $4,269-47.4% | $3,712-39.5% | $5,287-57.5% |
| Admin fee / account holder | $335 | $6,644-95.0% | $5,332-93.7% | $10,132-96.7% |