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 8-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 | $73,399 | $65,041+12.8% | $90,951-19.3% | $79,858-8.1% |
| Participation rate | 94.6% | 61.6%+33.0pp | 69.0%+25.6pp | 69.6%+25.0pp |
| Annual return | 12.70% | 30.45%-17.8pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,950 | $2,512+17.5% | $3,373-12.5% | $3,740-21.1% |
| Admin fee / account holder | $2,547 | $4,536-43.8% | $5,959-57.3% | $5,306-52.0% |