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 | $74,520 | $157,256-52.6% | $141,162-47.2% | $152,861-51.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 23.34% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,001 | $5,261-43.0% | $4,735-36.6% | $4,762-37.0% |
| Participant deferral / active EE | $4,876 | $7,109-31.4% | $6,709-27.3% | $5,850-16.6% |
| Admin fee / account holder | $1,061 | $12,120-91.2% | $10,261-89.7% | $11,596-90.9% |