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 | $63,068 | $65,041-3.0% | $90,951-30.7% | $79,858-21.0% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.0%+21.3pp | 69.6%+20.7pp |
| Annual return | 11.57% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $942 | $1,247-24.4% | $2,122-55.6% | $2,471-61.9% |
| Participant deferral / active EE | $4,888 | $2,512+94.6% | $3,373+44.9% | $3,740+30.7% |
| Admin fee / account holder | $9,156 | $4,536+101.8% | $5,959+53.7% | $5,306+72.5% |