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 | $73,082 | $122,584-40.4% | $101,794-28.2% | - |
| Participation rate | 76.8% | 55.7%+21.0pp | 69.2%+7.6pp | - |
| Annual return | 19.11% | 12.44%+6.7pp | 30.53%-11.4pp | - |
| Employer contribution / active EE | $2,532 | $779+225.2% | $2,289+10.6% | - |
| Participant deferral / active EE | $4,164 | $2,994+39.1% | $4,084+2.0% | - |
| Admin fee / account holder | $2,995 | $4,622-35.2% | $8,777-65.9% | - |