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 6-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 | $25,282 | $58,512-56.8% | $84,015-69.9% | $72,985-65.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 47.88% | 28.93%+18.9pp | 71.31%-23.4pp | 81.00%-33.1pp |
| Employer contribution / active EE | $817 | $1,163-29.8% | $1,983-58.8% | $2,440-66.5% |
| Participant deferral / active EE | $2,257 | $2,394-5.7% | $3,239-30.3% | $3,607-37.4% |
| Admin fee / account holder | $1,967 | $4,569-56.9% | $6,101-67.8% | $5,124-61.6% |