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 | $94,701 | $60,349+56.9% | $74,183+27.7% | $62,891+50.6% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 11.03% | 21.37%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,161 | $2,856+115.7% | $3,550+73.6% | $3,203+92.3% |
| Admin fee / account holder | $1,666 | $4,261-60.9% | $5,586-70.2% | $4,296-61.2% |