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 | $67,646 | $144,119-53.1% | $117,854-42.6% | $147,584-54.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 12.85% | 531.15%-518.3pp | 335.08%-322.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,583 | $4,896+14.0% | $3,786+47.4% | $4,876+14.5% |
| Participant deferral / active EE | $3,116 | $5,316-41.4% | $4,482-30.5% | $5,439-42.7% |
| Admin fee / account holder | $1,333 | $10,886-87.8% | $8,020-83.4% | $10,885-87.8% |