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 | $29,793 | $165,912-82.0% | $122,332-75.6% | $147,584-79.8% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 17.39% | 34.55%-17.2pp | 30.27%-12.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,016 | $5,754-47.6% | $4,050-25.5% | $4,876-38.2% |
| Participant deferral / active EE | $4,055 | $4,005+1.2% | $3,287+23.4% | $5,439-25.4% |
| Admin fee / account holder | $1,367 | $7,424-81.6% | $5,478-75.0% | $10,885-87.4% |