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 | $51,565 | $176,056-70.7% | $159,436-67.7% | $167,490-69.2% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 31.43% | 331.75%-300.3pp | 263.57%-232.1pp | 478.56%-447.1pp |
| Employer contribution / active EE | $2,297 | $5,297-56.6% | $4,829-52.4% | $4,837-52.5% |
| Participant deferral / active EE | $3,922 | $7,750-49.4% | $7,352-46.7% | $6,341-38.1% |
| Admin fee / account holder | $2,589 | $12,554-79.4% | $10,799-76.0% | $12,309-79.0% |