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 | $85,745 | $165,335-48.1% | $149,696-42.7% | $158,922-46.0% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 35.77% | 348.15%-312.4pp | 276.60%-240.8pp | 302.83%-267.1pp |
| Employer contribution / active EE | $1,941 | $5,103-62.0% | $4,644-58.2% | $4,761-59.2% |
| Participant deferral / active EE | $5,514 | $7,181-23.2% | $6,842-19.4% | $5,982-7.8% |
| Admin fee / account holder | $1,228 | $10,807-88.6% | $9,309-86.8% | $11,246-89.1% |