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 | $49,702 | $49,227+1.0% | $70,449-29.5% | $79,858-37.8% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 69.6%+17.0pp |
| Annual return | 16.82% | 30.06%-13.2pp | 109.03%-92.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,128 | $2,768+85.3% | $3,709+38.3% | $3,740+37.1% |
| Admin fee / account holder | $2,643 | $2,878-8.2% | $3,845-31.3% | $5,306-50.2% |