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 | $57,807 | $177,572-67.4% | $154,803-62.7% | $142,382-59.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,937 | $4,810-59.7% | $4,305-55.0% | $4,299-54.9% |
| Participant deferral / active EE | $3,538 | $6,272-43.6% | $5,540-36.1% | $6,507-45.6% |
| Admin fee / account holder | $1,285 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |