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 | $22,529 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 36.71% | 79.19%-42.5pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $3,093 | $5,243-41.0% | $4,856-36.3% | $4,751-34.9% |
| Participant deferral / active EE | $11,015 | $8,100+36.0% | $7,758+42.0% | $6,710+64.2% |
| Admin fee / account holder | $3,470 | $12,400-72.0% | $10,762-67.8% | $11,403-69.6% |