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 | $66,407 | $124,319-46.6% | $111,297-40.3% | $167,490-60.4% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 15.01% | 37.44%-22.4pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,373 | $3,435-1.8% | $2,731+23.5% | $4,837-30.3% |
| Participant deferral / active EE | $7,107 | $5,180+37.2% | $4,487+58.4% | $6,341+12.1% |
| Admin fee / account holder | $305 | $10,618-97.1% | $7,964-96.2% | $12,309-97.5% |