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 | $100,446 | $80,530+24.7% | $90,281+11.3% | - |
| Participation rate | 94.9% | 58.0%+37.0pp | 73.3%+21.7pp | - |
| Annual return | 22.00% | 36.03%-14.0pp | 78.10%-56.1pp | - |
| Employer contribution / active EE | $3,484 | $1,117+211.8% | $2,854+22.0% | - |
| Participant deferral / active EE | $5,050 | $2,324+117.3% | $3,885+30.0% | - |
| Admin fee / account holder | $3,055 | $3,788-19.4% | $5,351-42.9% | - |