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 9-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 | $62,101 | $65,395-5.0% | $182,532-66.0% | $72,985-14.9% |
| Participation rate | 85.3% | 65.4%+19.9pp | 78.0%+7.3pp | 69.5%+15.8pp |
| Annual return | 23.21% | 27.68%-4.5pp | 148.54%-125.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $760 | $1,911-60.3% | $4,076-81.4% | $2,440-68.9% |
| Participant deferral / active EE | $5,695 | $3,563+59.8% | $5,524+3.1% | $3,607+57.9% |
| Admin fee / account holder | $703 | $4,245-83.4% | $8,592-91.8% | $5,124-86.3% |