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 | $37,651 | $39,122-3.8% | $57,179-34.2% | $62,891-40.1% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.3pp | 69.3%+27.3pp |
| Annual return | 8.33% | 9.23%-0.9pp | 14.59%-6.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $900 | $1,874-52.0% | $2,682-66.5% | $2,281-60.6% |
| Participant deferral / active EE | $1,250 | $2,374-47.3% | $3,096-59.6% | $3,203-61.0% |
| Admin fee / account holder | $796 | $2,592-69.3% | $3,139-74.7% | $4,296-81.5% |