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 | $67,593 | $106,749-36.7% | $145,433-53.5% | $82,448-18.0% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 197.68% | 27.59%+170.1pp | 66.58%+131.1pp | 41.64%+156.0pp |
| Employer contribution / active EE | $3,243 | $3,444-5.8% | $4,554-28.8% | $2,551+27.1% |
| Participant deferral / active EE | $7,345 | $6,519+12.7% | $7,897-7.0% | $4,139+77.4% |
| Admin fee / account holder | $3,404 | $8,390-59.4% | $13,129-74.1% | $7,234-52.9% |