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 | $50,546 | $49,227+2.7% | $70,449-28.3% | $79,858-36.7% |
| Participation rate | 79.4% | 69.2%+10.2pp | 75.1%+4.4pp | 69.6%+9.8pp |
| Annual return | 17.57% | 30.06%-12.5pp | 109.03%-91.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $654 | $2,099-68.8% | $2,737-76.1% | $2,471-73.5% |
| Participant deferral / active EE | $1,398 | $2,768-49.5% | $3,709-62.3% | $3,740-62.6% |
| Admin fee / account holder | $1,922 | $2,878-33.2% | $3,845-50.0% | $5,306-63.8% |