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 | $41,032 | $81,248-49.5% | $155,509-73.6% | $80,856-49.3% |
| Participation rate | 94.9% | 66.2%+28.7pp | 78.2%+16.7pp | 67.6%+27.3pp |
| Annual return | 12.19% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $652 | $3,100-79.0% | $4,672-86.0% | $2,755-76.3% |
| Participant deferral / active EE | $6,851 | $3,452+98.5% | $5,626+21.8% | $4,296+59.5% |
| Admin fee / account holder | $647 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |