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 | $63,878 | $100,041-36.1% | $149,718-57.3% | $70,131-8.9% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 20.17% | 27.43%-7.3pp | 1501.63%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,265 | $3,662+16.5% | $5,445-21.7% | $2,342+82.1% |
| Participant deferral / active EE | $5,601 | $4,983+12.4% | $6,569-14.7% | $3,332+68.1% |
| Admin fee / account holder | $758 | $8,286-90.9% | $11,283-93.3% | $4,645-83.7% |