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 | $20,628 | $107,334-80.8% | $92,893-77.8% | $152,861-86.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 26.62% | 145.58%-119.0pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,349 | $4,221+3.0% | $3,653+19.1% | $4,762-8.7% |
| Participant deferral / active EE | $5,591 | $4,845+15.4% | $4,236+32.0% | $5,850-4.4% |
| Admin fee / account holder | $1,022 | $7,079-85.6% | $5,794-82.4% | $11,596-91.2% |