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 | $62,918 | $62,672+0.4% | $185,117-66.0% | $70,131-10.3% |
| Participation rate | 90.2% | 63.8%+26.5pp | 77.3%+13.0pp | 69.5%+20.7pp |
| Annual return | 13.78% | 40.79%-27.0pp | 40.50%-26.7pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,851 | $3,272+48.3% | $5,045-3.8% | $3,332+45.6% |
| Admin fee / account holder | $2,614 | $3,932-33.5% | $8,159-68.0% | $4,645-43.7% |