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 | $50,785 | $148,534-65.8% | $135,903-62.6% | $139,434-63.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 18.19% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $5,076 | $5,243-3.2% | $4,856+4.5% | $4,751+6.8% |
| Participant deferral / active EE | $4,124 | $8,100-49.1% | $7,758-46.8% | $6,710-38.5% |
| Admin fee / account holder | $8,160 | $12,400-34.2% | $10,762-24.2% | $11,403-28.4% |