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 | $64,408 | $67,411-4.5% | $91,001-29.2% | $70,131-8.2% |
| Participation rate | 93.9% | 71.4%+22.6pp | 75.6%+18.3pp | 69.5%+24.4pp |
| Annual return | 16.21% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $800 | $1,786-55.2% | $2,456-67.4% | $2,342-65.8% |
| Participant deferral / active EE | $4,131 | $2,823+46.4% | $3,547+16.5% | $3,332+24.0% |
| Admin fee / account holder | $5,961 | $4,236+40.7% | $5,417+10.0% | $4,645+28.3% |