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 | $109,285 | $176,056-37.9% | $159,436-31.5% | $167,490-34.8% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 21.60% | 331.75%-310.2pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,539 | $5,297-52.1% | $4,829-47.4% | $4,837-47.5% |
| Participant deferral / active EE | $6,540 | $7,750-15.6% | $7,352-11.0% | $6,341+3.1% |
| Admin fee / account holder | $1,654 | $12,554-86.8% | $10,799-84.7% | $12,309-86.6% |