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 | $92,818 | $179,726-48.4% | $156,263-40.6% | $142,382-34.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 22.02% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,706 | $5,069-46.6% | $4,333-37.5% | $4,299-37.1% |
| Participant deferral / active EE | $4,240 | $6,956-39.0% | $6,158-31.1% | $6,507-34.8% |
| Admin fee / account holder | $629 | $17,272-96.4% | $14,255-95.6% | $12,624-95.0% |