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 | $67,016 | $89,753-25.3% | $107,525-37.7% | $84,808-21.0% |
| Participation rate | 77.4% | 68.1%+9.3pp | 75.1%+2.3pp | 68.3%+9.0pp |
| Annual return | 18.43% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,913 | $3,113-38.6% | $3,754-49.0% | $2,631-27.3% |
| Participant deferral / active EE | $4,420 | $4,056+9.0% | $5,116-13.6% | $4,212+5.0% |
| Admin fee / account holder | $9,716 | $7,222+34.5% | $8,919+8.9% | $7,344+32.3% |