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 | $62,297 | $76,552-18.6% | $123,892-49.7% | $62,891-0.9% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 7.21% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $868 | $2,883-69.9% | $4,617-81.2% | $2,281-61.9% |
| Participant deferral / active EE | $6,557 | $4,840+35.5% | $5,984+9.6% | $3,203+104.7% |
| Admin fee / account holder | $84,636 | $4,826+1653.9% | $8,357+912.8% | $4,296+1870.3% |