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 | $87,046 | $144,119-39.6% | $117,854-26.1% | $147,584-41.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 24.35% | 531.15%-506.8pp | 335.08%-310.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,928 | $4,896-60.6% | $3,786-49.1% | $4,876-60.5% |
| Participant deferral / active EE | $7,217 | $5,316+35.8% | $4,482+61.0% | $5,439+32.7% |
| Admin fee / account holder | $2,503 | $10,886-77.0% | $8,020-68.8% | $10,885-77.0% |