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 | $64,764 | $165,335-60.8% | $149,696-56.7% | $158,922-59.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 14.06% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,734 | $5,103-46.4% | $4,644-41.1% | $4,761-42.6% |
| Participant deferral / active EE | $5,974 | $7,181-16.8% | $6,842-12.7% | $5,982-0.1% |
| Admin fee / account holder | $3,078 | $10,807-71.5% | $9,309-66.9% | $11,246-72.6% |