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 | $60,121 | $65,365-8.0% | $92,893-35.3% | $72,985-17.6% |
| Participation rate | 90.8% | 68.3%+22.5pp | 76.0%+14.8pp | 69.5%+21.3pp |
| Annual return | 23.19% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,770 | $2,594-31.8% | $3,653-51.5% | $2,440-27.5% |
| Participant deferral / active EE | $4,485 | $3,128+43.4% | $4,236+5.9% | $3,607+24.3% |
| Admin fee / account holder | $936 | $4,251-78.0% | $5,794-83.8% | $5,124-81.7% |