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 | $70,999 | $144,119-50.7% | $117,854-39.8% | $147,584-51.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 16.21% | 531.15%-514.9pp | 335.08%-318.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,485 | $4,896-49.2% | $3,786-34.4% | $4,876-49.0% |
| Participant deferral / active EE | $4,956 | $5,316-6.8% | $4,482+10.6% | $5,439-8.9% |
| Admin fee / account holder | $7,620 | $10,886-30.0% | $8,020-5.0% | $10,885-30.0% |