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 | $41,593 | $24,730+68.2% | $66,042-37.0% | $84,808-51.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 68.3%+11.7pp |
| Annual return | 16.15% | 79.55%-63.4pp | 52.11%-36.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,478 | $857+72.6% | $1,579-6.4% | $2,631-43.8% |
| Participant deferral / active EE | $2,684 | $1,737+54.5% | $2,835-5.4% | $4,212-36.3% |
| Admin fee / account holder | $2,698 | $3,014-10.5% | $5,747-53.1% | $7,344-63.3% |