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 | $31,552 | $67,606-53.3% | $82,313-61.7% | $70,131-55.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 81.59% | 21.57%+60.0pp | 25.88%+55.7pp | 73.14%+8.5pp |
| Employer contribution / active EE | $2,667 | $1,755+52.0% | $2,428+9.8% | $2,342+13.9% |
| Participant deferral / active EE | $5,763 | $2,987+92.9% | $3,706+55.5% | $3,332+73.0% |
| Admin fee / account holder | $766 | $4,512-83.0% | $5,608-86.3% | $4,645-83.5% |