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 | $26,913 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.7pp | 67.6%+27.3pp |
| Annual return | 11.53% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,829 | $3,100-41.0% | $4,672-60.9% | $2,755-33.6% |
| Participant deferral / active EE | $1,739 | $3,452-49.6% | $5,626-69.1% | $4,296-59.5% |
| Admin fee / account holder | $1,631 | $7,997-79.6% | $15,912-89.8% | $6,918-76.4% |