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 | $52,523 | $87,013-39.6% | $106,213-50.5% | $80,856-35.0% |
| Participation rate | 93.9% | 70.4%+23.4pp | 75.3%+18.6pp | 67.6%+26.2pp |
| Annual return | 12.18% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $780 | $2,395-67.4% | $3,171-75.4% | $2,755-71.7% |
| Participant deferral / active EE | $3,762 | $3,986-5.6% | $5,016-25.0% | $4,296-12.4% |
| Admin fee / account holder | $8,765 | $8,431+4.0% | $11,033-20.6% | $6,918+26.7% |