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 | $60,317 | $80,717-25.3% | $154,803-61.0% | $84,808-28.9% |
| Participation rate | 76.2% | 66.8%+9.4pp | 78.1%-1.9pp | 68.3%+7.9pp |
| Annual return | 14.10% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,595 | $3,303-21.4% | $5,540-53.2% | $4,212-38.4% |
| Admin fee / account holder | $7,197 | $6,746+6.7% | $14,329-49.8% | $7,344-2.0% |