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 | $45,295 | $165,335-72.6% | $149,696-69.7% | $158,922-71.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 21.98% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,612 | $5,103-48.8% | $4,644-43.8% | $4,761-45.1% |
| Participant deferral / active EE | $4,965 | $7,181-30.9% | $6,842-27.4% | $5,982-17.0% |
| Admin fee / account holder | $2,554 | $10,807-76.4% | $9,309-72.6% | $11,246-77.3% |