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 | $62,028 | $107,334-42.2% | $92,893-33.2% | $152,861-59.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 22.72% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,066 | $4,221-51.1% | $3,653-43.5% | $4,762-56.6% |
| Participant deferral / active EE | $4,891 | $4,845+1.0% | $4,236+15.5% | $5,850-16.4% |
| Admin fee / account holder | $1,135 | $7,079-84.0% | $5,794-80.4% | $11,596-90.2% |