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 | $72,418 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.61% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,841 | $5,103-63.9% | $4,644-60.4% | $4,761-61.3% |
| Participant deferral / active EE | $3,818 | $7,181-46.8% | $6,842-44.2% | $5,982-36.2% |
| Admin fee / account holder | $6,111 | $10,807-43.4% | $9,309-34.3% | $11,246-45.7% |