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 | $65,913 | $115,814-43.1% | $105,223-37.4% | - |
| Participation rate | 75.8% | 57.0%+18.8pp | 75.0%+0.7pp | - |
| Annual return | 14.00% | 16.00%-2.0pp | 180.65%-166.6pp | - |
| Employer contribution / active EE | $1,155 | $2,099-45.0% | $3,689-68.7% | - |
| Participant deferral / active EE | $6,121 | $3,710+65.0% | $5,072+20.7% | - |
| Admin fee / account holder | $2,842 | $7,174-60.4% | $8,859-67.9% | - |