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 | $56,245 | $165,335-66.0% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 19.68% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,783 | $5,103-65.1% | $4,644-61.6% | $4,761-62.6% |
| Participant deferral / active EE | $5,245 | $7,181-27.0% | $6,842-23.3% | $5,982-12.3% |
| Admin fee / account holder | $735 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |