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 | $77,486 | $70,428+10.0% | $96,562-19.8% | $85,850-9.7% |
| Participation rate | 92.3% | 61.8%+30.5pp | 69.8%+22.5pp | 69.3%+23.0pp |
| Annual return | 13.18% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $622 | $1,413-56.0% | $2,356-73.6% | $2,565-75.8% |
| Participant deferral / active EE | $3,454 | $2,894+19.4% | $3,849-10.3% | $3,952-12.6% |
| Admin fee / account holder | $9,457 | $4,997+89.3% | $6,181+53.0% | $6,260+51.1% |