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 | $57,425 | $78,422-26.8% | $95,952-40.2% | $79,858-28.1% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.4pp | 69.6%+22.8pp |
| Annual return | 36.66% | 19.37%+17.3pp | 91.61%-54.9pp | 31.71%+4.9pp |
| Employer contribution / active EE | $1,634 | $1,945-16.0% | $2,541-35.7% | $2,471-33.9% |
| Participant deferral / active EE | $5,017 | $3,440+45.9% | $4,167+20.4% | $3,740+34.1% |
| Admin fee / account holder | $5,228 | $5,622-7.0% | $6,795-23.1% | $5,306-1.5% |