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 | $51,634 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 13.61% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,865 | $4,810-61.2% | $4,305-56.7% | $4,299-56.6% |
| Participant deferral / active EE | $3,941 | $6,272-37.2% | $5,540-28.9% | $6,507-39.4% |
| Admin fee / account holder | $701 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |