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 | $47,769 | $73,638-35.1% | $95,952-50.2% | $73,488-35.0% |
| Participation rate | 87.3% | 76.2%+11.1pp | 77.1%+10.2pp | 70.7%+16.6pp |
| Annual return | 22.58% | 16.78%+5.8pp | 91.61%-69.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $732 | $1,863-60.7% | $2,541-71.2% | $2,270-67.8% |
| Participant deferral / active EE | $2,245 | $3,617-37.9% | $4,167-46.1% | $3,740-40.0% |
| Admin fee / account holder | $4,334 | $482+798.9% | $6,795-36.2% | $513+744.7% |