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 | $49,616 | $176,056-71.8% | $159,436-68.9% | $167,490-70.4% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.38% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,125 | $5,297-3.3% | $4,829+6.1% | $4,837+5.9% |
| Participant deferral / active EE | $11,227 | $7,750+44.9% | $7,352+52.7% | $6,341+77.0% |
| Admin fee / account holder | $3,712 | $12,554-70.4% | $10,799-65.6% | $12,309-69.8% |