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 | $44,639 | $165,335-73.0% | $149,696-70.2% | $158,922-71.9% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 16.94% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $7,871 | $5,103+54.2% | $4,644+69.5% | $4,761+65.3% |
| Participant deferral / active EE | $4,738 | $7,181-34.0% | $6,842-30.7% | $5,982-20.8% |
| Admin fee / account holder | $6,645 | $10,807-38.5% | $9,309-28.6% | $11,246-40.9% |