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 | $55,050 | $165,335-66.7% | $149,696-63.2% | $158,922-65.4% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 12.78% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,863 | $7,181+37.3% | $6,842+44.2% | $5,982+64.9% |
| Admin fee / account holder | $2,203 | $10,807-79.6% | $9,309-76.3% | $11,246-80.4% |