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 | $71,674 | $117,841-39.2% | $102,423-30.0% | $145,922-50.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 20.50% | 31.65%-11.1pp | 29.32%-8.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,392 | $3,615-6.2% | $3,023+12.2% | $4,660-27.2% |
| Participant deferral / active EE | $4,666 | $5,731-18.6% | $5,053-7.7% | $6,688-30.2% |
| Admin fee / account holder | $3,317 | $13,326-75.1% | $9,451-64.9% | $13,397-75.2% |