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 | $36,132 | $67,411-46.4% | $91,001-60.3% | $70,131-48.5% |
| Participation rate | 91.3% | 71.4%+19.9pp | 75.6%+15.7pp | 69.5%+21.8pp |
| Annual return | 14.74% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $386 | $1,786-78.4% | $2,456-84.3% | $2,342-83.5% |
| Participant deferral / active EE | $2,768 | $2,823-1.9% | $3,547-22.0% | $3,332-16.9% |
| Admin fee / account holder | $1,085 | $4,236-74.4% | $5,417-80.0% | $4,645-76.7% |