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 | $48,139 | $165,335-70.9% | $149,696-67.8% | $158,922-69.7% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 19.48% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,316 | $5,103-74.2% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $10,382 | $7,181+44.6% | $6,842+51.7% | $5,982+73.5% |
| Admin fee / account holder | $366 | $10,807-96.6% | $9,309-96.1% | $11,246-96.7% |