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 | $61,429 | $54,541+12.6% | $78,778-22.0% | $70,131-12.4% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 117.05% | 21.07%+96.0pp | 35.62%+81.4pp | 73.14%+43.9pp |
| Employer contribution / active EE | $973 | $1,089-10.6% | $1,986-51.0% | $2,342-58.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $458 | $3,709-87.6% | $5,134-91.1% | $4,645-90.1% |