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 | $62,478 | $157,256-60.3% | $141,162-55.7% | $152,861-59.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 23.46% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,097 | $5,261-41.1% | $4,735-34.6% | $4,762-35.0% |
| Participant deferral / active EE | $5,877 | $7,109-17.3% | $6,709-12.4% | $5,850+0.5% |
| Admin fee / account holder | $1,439 | $12,120-88.1% | $10,261-86.0% | $11,596-87.6% |