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 | $26,946 | $202,432-86.7% | $169,368-84.1% | $139,434-80.7% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 10.79% | 531.74%-521.0pp | 405.60%-394.8pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,337 | $4,692-50.2% | $4,013-41.7% | $4,751-50.8% |
| Participant deferral / active EE | $4,354 | $6,938-37.2% | $6,221-30.0% | $6,710-35.1% |
| Admin fee / account holder | $6,075 | $10,708-43.3% | $9,003-32.5% | $11,403-46.7% |