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 | $84,176 | $162,322-48.1% | $135,903-38.1% | - |
| Participation rate | 73.7% | 71.5%+2.2pp | 81.9%-8.2pp | - |
| Annual return | 43.34% | 15.15%+28.2pp | 68.23%-24.9pp | - |
| Employer contribution / active EE | $2,920 | $3,400-14.1% | $4,856-39.9% | - |
| Participant deferral / active EE | $10,046 | $5,722+75.6% | $7,758+29.5% | - |
| Admin fee / account holder | $12,244 | $23,877-48.7% | $10,762+13.8% | - |