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 | $68,775 | $176,056-60.9% | $159,436-56.9% | $167,490-58.9% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.77% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,364 | $5,297-36.5% | $4,829-30.3% | $4,837-30.5% |
| Participant deferral / active EE | $8,761 | $7,750+13.0% | $7,352+19.2% | $6,341+38.2% |
| Admin fee / account holder | $545 | $12,554-95.7% | $10,799-95.0% | $12,309-95.6% |