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 | $58,066 | $178,174-67.4% | $156,181-62.8% | $137,256-57.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 11.89% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,826 | $4,972-23.0% | $4,294-10.9% | $4,156-7.9% |
| Participant deferral / active EE | $3,976 | $6,888-42.3% | $6,132-35.2% | $6,407-37.9% |
| Admin fee / account holder | $636 | $17,404-96.3% | $14,586-95.6% | $12,270-94.8% |