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 | $63,924 | $175,036-63.5% | $96,576-33.8% | - |
| Participation rate | 97.0% | 60.2%+36.8pp | 81.4%+15.5pp | - |
| Annual return | 14.14% | 15.04%-0.9pp | 38.47%-24.3pp | - |
| Employer contribution / active EE | $3,432 | $1,949+76.1% | $3,553-3.4% | - |
| Participant deferral / active EE | $4,901 | $3,720+31.8% | $7,956-38.4% | - |
| Admin fee / account holder | $9,507 | $23,923-60.3% | $11,381-16.5% | - |