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 | $67,848 | $49,227+37.8% | $70,449-3.7% | $79,858-15.0% |
| Participation rate | 93.6% | 69.2%+24.4pp | 75.1%+18.6pp | 69.6%+24.0pp |
| Annual return | 16.91% | 30.06%-13.1pp | 109.03%-92.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,782 | $2,099-15.1% | $2,737-34.9% | $2,471-27.9% |
| Participant deferral / active EE | $4,720 | $2,768+70.5% | $3,709+27.3% | $3,740+26.2% |
| Admin fee / account holder | $1,378 | $2,878-52.1% | $3,845-64.2% | $5,306-74.0% |