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 | $59,662 | $51,175+16.6% | $70,515-15.4% | $75,163-20.6% |
| Participation rate | 70.8% | 60.9%+9.9pp | 68.3%+2.5pp | 67.2%+3.6pp |
| Annual return | 15.58% | 30.02%-14.4pp | 32.77%-17.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,825 | $1,8260% | $2,973-38.6% | $2,670-31.6% |
| Participant deferral / active EE | $3,557 | $2,849+24.8% | $4,567-22.1% | $4,125-13.8% |
| Admin fee / account holder | $3,145 | $4,091-23.1% | $6,412-50.9% | $5,651-44.3% |