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 | $23,670 | $99,341-76.2% | $84,750-72.1% | $273,961-91.4% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 5.47% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,882 | $4,214+63.3% | $3,574+92.6% | $4,869+41.4% |
| Participant deferral / active EE | $5,208 | $4,269+22.0% | $3,712+40.3% | $5,287-1.5% |
| Admin fee / account holder | $996 | $6,644-85.0% | $5,332-81.3% | $10,132-90.2% |