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 | $68,211 | $177,572-61.6% | $154,803-55.9% | $142,382-52.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,467 | $4,810+34.4% | $4,305+50.2% | $4,299+50.4% |
| Participant deferral / active EE | $4,238 | $6,272-32.4% | $5,540-23.5% | $6,507-34.9% |
| Admin fee / account holder | $890 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |