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 | $60,461 | $62,586-3.4% | $76,768-21.2% | $64,186-5.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | 46.20% | -1.95%+48.1pp | 2.43%+43.8pp | 7.63%+38.6pp |
| Employer contribution / active EE | $1,213 | $1,832-33.8% | $2,485-51.2% | $2,381-49.0% |
| Participant deferral / active EE | $4,244 | $3,145+35.0% | $3,852+10.2% | $3,470+22.3% |
| Admin fee / account holder | $4,906 | $4,667+5.1% | $6,675-26.5% | $4,888+0.4% |