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 7-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 | $12,039 | $60,892-80.2% | $82,389-85.4% | $84,808-85.8% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.1pp | 68.3%+23.4pp |
| Annual return | 20.65% | 37.29%-16.6pp | 28.67%-8.0pp | 40.90%-20.2pp |
| Employer contribution / active EE | $559 | $1,779-68.6% | $2,517-77.8% | $2,631-78.7% |
| Participant deferral / active EE | $2,008 | $3,179-36.8% | $4,155-51.7% | $4,212-52.3% |
| Admin fee / account holder | $300 | $5,467-94.5% | $7,231-95.8% | $7,344-95.9% |