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 | $43,661 | $77,634-43.8% | $156,549-72.1% | $62,891-30.6% |
| Participation rate | 94.2% | 71.2%+23.0pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 8.28% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $528 | $3,444-84.7% | $5,501-90.4% | $2,281-76.9% |
| Participant deferral / active EE | $3,865 | $3,045+26.9% | $4,871-20.7% | $3,203+20.7% |
| Admin fee / account holder | $6,902 | $5,561+24.1% | $13,027-47.0% | $4,296+60.7% |