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 | $61,755 | $53,127+16.2% | $86,590-28.7% | $70,131-11.9% |
| Participation rate | 76.0% | 65.3%+10.7pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 14.39% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $610 | $2,068-70.5% | $2,839-78.5% | $2,342-74.0% |
| Participant deferral / active EE | $2,440 | $2,696-9.5% | $3,609-32.4% | $3,332-26.8% |
| Admin fee / account holder | $1,099 | $3,585-69.4% | $4,906-77.6% | $4,645-76.3% |