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 | $71,728 | $148,534-51.7% | $135,903-47.2% | $139,434-48.6% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.77% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,959 | $5,243-24.5% | $4,856-18.5% | $4,751-16.7% |
| Participant deferral / active EE | $12,614 | $8,100+55.7% | $7,758+62.6% | $6,710+88.0% |
| Admin fee / account holder | $1,012 | $12,400-91.8% | $10,762-90.6% | $11,403-91.1% |