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 | $49,523 | $175,202-71.7% | $149,673-66.9% | $139,434-64.5% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.90% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,826 | $5,474-30.1% | $4,818-20.6% | $4,751-19.5% |
| Participant deferral / active EE | $5,064 | $6,519-22.3% | $5,680-10.9% | $6,710-24.5% |
| Admin fee / account holder | $4,168 | $16,150-74.2% | $13,210-68.5% | $11,403-63.4% |