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 | $57,532 | $67,411-14.7% | $91,001-36.8% | $70,131-18.0% |
| Participation rate | 94.2% | 71.4%+22.9pp | 75.6%+18.6pp | 69.5%+24.7pp |
| Annual return | 15.43% | -40.16%+55.6pp | 4.60%+10.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,822 | $1,786+2.0% | $2,456-25.8% | $2,342-22.2% |
| Participant deferral / active EE | $3,694 | $2,823+30.9% | $3,547+4.1% | $3,332+10.9% |
| Admin fee / account holder | $1,794 | $4,236-57.6% | $5,417-66.9% | $4,645-61.4% |