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 | $33,986 | $37,426-9.2% | $77,482-56.1% | $79,858-57.4% |
| Participation rate | 89.7% | 41.5%+48.1pp | 54.2%+35.5pp | 69.6%+20.0pp |
| Annual return | 14.77% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $759 | $637+19.2% | $986-23.0% | $2,471-69.3% |
| Participant deferral / active EE | $2,735 | $1,260+117.1% | $1,861+47.0% | $3,740-26.9% |
| Admin fee / account holder | $443 | $2,504-82.3% | $2,858-84.5% | $5,306-91.7% |