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 | $76,527 | $165,335-53.7% | $149,696-48.9% | $158,922-51.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 19.81% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,761 | $5,103-45.9% | $4,644-40.6% | $4,761-42.0% |
| Participant deferral / active EE | $9,820 | $7,181+36.7% | $6,842+43.5% | $5,982+64.2% |
| Admin fee / account holder | $428 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |