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 | $55,009 | $68,547-19.7% | $120,354-54.3% | $80,856-32.0% |
| Participation rate | 76.6% | 61.6%+15.0pp | 71.9%+4.7pp | 67.6%+8.9pp |
| Annual return | 14.17% | 23.60%-9.4pp | 107.15%-93.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,575 | $2,051+25.5% | $3,463-25.6% | $2,755-6.5% |
| Participant deferral / active EE | $3,631 | $3,173+14.4% | $4,991-27.2% | $4,296-15.5% |
| Admin fee / account holder | $407 | $5,732-92.9% | $9,423-95.7% | $6,918-94.1% |