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 | $53,215 | $172,478-69.1% | $145,661-63.5% | $142,382-62.6% |
| Participation rate | 95.5% | 80.1%+15.4pp | 77.2%+18.2pp | 80.1%+15.3pp |
| Annual return | 14.25% | 151.09%-136.8pp | 101.46%-87.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,100 | $4,899-36.7% | $4,238-26.9% | $4,299-27.9% |
| Participant deferral / active EE | $8,474 | $8,348+1.5% | $7,198+17.7% | $6,507+30.2% |
| Admin fee / account holder | $2,128 | $16,864-87.4% | $12,466-82.9% | $12,624-83.1% |