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 | $83,490 | $157,256-46.9% | $141,162-40.9% | $152,861-45.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 23.32% | 64.32%-41.0pp | 71.39%-48.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,626 | $5,261-50.1% | $4,735-44.5% | $4,762-44.9% |
| Participant deferral / active EE | $5,223 | $7,109-26.5% | $6,709-22.2% | $5,850-10.7% |
| Admin fee / account holder | $1,241 | $12,120-89.8% | $10,261-87.9% | $11,596-89.3% |