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 | $51,478 | $144,119-64.3% | $117,854-56.3% | $147,584-65.1% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 13.45% | 531.15%-517.7pp | 335.08%-321.6pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,671 | $4,896-25.0% | $3,786-3.0% | $4,876-24.7% |
| Participant deferral / active EE | $4,603 | $5,316-13.4% | $4,482+2.7% | $5,439-15.4% |
| Admin fee / account holder | $8,047 | $10,886-26.1% | $8,020+0.3% | $10,885-26.1% |