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 9-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 | $30,118 | $148,534-79.7% | $135,903-77.8% | $139,434-78.4% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 17.80% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,309 | $5,243-56.0% | $4,856-52.5% | $4,751-51.4% |
| Participant deferral / active EE | $5,491 | $8,100-32.2% | $7,758-29.2% | $6,710-18.2% |
| Admin fee / account holder | $1,594 | $12,400-87.1% | $10,762-85.2% | $11,403-86.0% |