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 9-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 | $49,903 | $176,947-71.8% | $82,389-39.4% | - |
| Participation rate | 75.8% | 61.8%+13.9pp | 69.5%+6.2pp | - |
| Annual return | 18.69% | 15.13%+3.6pp | 28.67%-10.0pp | - |
| Employer contribution / active EE | $3,834 | $2,196+74.6% | $2,517+52.3% | - |
| Participant deferral / active EE | $8,006 | $4,114+94.6% | $4,155+92.7% | - |
| Admin fee / account holder | $8,699 | $22,209-60.8% | $7,231+20.3% | - |