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 | $51,018 | $226,064-77.4% | $182,532-72.0% | $152,861-66.6% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.0%+17.5pp | 82.4%+13.0pp |
| Annual return | 26.76% | 192.51%-165.7pp | 148.54%-121.8pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,548 | $4,978-8.6% | $4,076+11.6% | $4,762-4.5% |
| Participant deferral / active EE | $7,595 | $6,368+19.3% | $5,524+37.5% | $5,850+29.8% |
| Admin fee / account holder | $1,202 | $10,703-88.8% | $8,592-86.0% | $11,596-89.6% |