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 | $71,863 | $142,405-49.5% | $115,157-37.6% | $152,861-53.0% |
| Participation rate | 93.3% | 82.4%+11.0pp | 75.9%+17.4pp | 82.4%+10.9pp |
| Annual return | 25.11% | 41.48%-16.4pp | 35.60%-10.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,280 | $4,010+6.7% | $3,179+34.6% | $4,762-10.1% |
| Participant deferral / active EE | $5,594 | $5,164+8.3% | $4,168+34.2% | $5,850-4.4% |
| Admin fee / account holder | $2,183 | $8,462-74.2% | $7,088-69.2% | $11,596-81.2% |