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 | $62,403 | $148,534-58.0% | $135,903-54.1% | $139,434-55.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 23.99% | 79.19%-55.2pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,072 | $5,243-60.5% | $4,856-57.3% | $4,751-56.4% |
| Participant deferral / active EE | $6,087 | $8,100-24.9% | $7,758-21.5% | $6,710-9.3% |
| Admin fee / account holder | $396 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |