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 | $47,499 | $157,256-69.8% | $141,162-66.4% | $152,861-68.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 27.16% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $5,058 | $5,261-3.9% | $4,735+6.8% | $4,762+6.2% |
| Participant deferral / active EE | $5,346 | $7,109-24.8% | $6,709-20.3% | $5,850-8.6% |
| Admin fee / account holder | $1,156 | $12,120-90.5% | $10,261-88.7% | $11,596-90.0% |