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 | $76,072 | $157,256-51.6% | $141,162-46.1% | $152,861-50.2% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 21.09% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $966 | $5,261-81.6% | $4,735-79.6% | $4,762-79.7% |
| Participant deferral / active EE | $3,249 | $7,109-54.3% | $6,709-51.6% | $5,850-44.5% |
| Admin fee / account holder | $9,794 | $12,120-19.2% | $10,261-4.5% | $11,596-15.5% |