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 | $68,151 | $148,534-54.1% | $135,903-49.9% | $139,434-51.1% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.02% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,435 | $5,243-15.4% | $4,856-8.7% | $4,751-6.6% |
| Participant deferral / active EE | $10,990 | $8,100+35.7% | $7,758+41.7% | $6,710+63.8% |
| Admin fee / account holder | $1,720 | $12,400-86.1% | $10,762-84.0% | $11,403-84.9% |