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 | $76,045 | $144,119-47.2% | $117,854-35.5% | $147,584-48.5% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 19.55% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,700 | $4,896-65.3% | $3,786-55.1% | $4,876-65.1% |
| Participant deferral / active EE | $4,673 | $5,316-12.1% | $4,482+4.3% | $5,439-14.1% |
| Admin fee / account holder | $377 | $10,886-96.5% | $8,020-95.3% | $10,885-96.5% |