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 | $78,733 | $65,041+21.1% | $90,951-13.4% | $79,858-1.4% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 19.65% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $333 | $1,247-73.3% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $4,406 | $2,512+75.4% | $3,373+30.6% | $3,740+17.8% |
| Admin fee / account holder | $6,827 | $4,536+50.5% | $5,959+14.6% | $5,306+28.6% |