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 | $53,680 | $22,126+142.6% | - | $80,856-33.6% |
| Participation rate | 92.3% | 45.9%+46.4pp | - | 67.6%+24.7pp |
| Annual return | 22.98% | 12.16%+10.8pp | - | 35.59%-12.6pp |
| Employer contribution / active EE | $2,382 | $1,227+94.1% | - | $2,755-13.5% |
| Participant deferral / active EE | $4,521 | $1,384+226.6% | - | $4,296+5.2% |
| Admin fee / account holder | $6,210 | $1,828+239.7% | - | $6,918-10.2% |