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 | $69,193 | $77,634-10.9% | $156,549-55.8% | $62,891+10.0% |
| Participation rate | 84.7% | 71.2%+13.5pp | 84.0%+0.7pp | 69.3%+15.4pp |
| Annual return | 8.15% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,183 | $3,444-36.6% | $5,501-60.3% | $2,281-4.3% |
| Participant deferral / active EE | $4,172 | $3,045+37.0% | $4,871-14.3% | $3,203+30.3% |
| Admin fee / account holder | $2,868 | $5,561-48.4% | $13,027-78.0% | $4,296-33.2% |