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 | $54,778 | $157,256-65.2% | $141,162-61.2% | $152,861-64.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 23.66% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,338 | $5,261-36.5% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $4,995 | $7,109-29.7% | $6,709-25.6% | $5,850-14.6% |
| Admin fee / account holder | $3,411 | $12,120-71.9% | $10,261-66.8% | $11,596-70.6% |