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 | $76,800 | $165,335-53.5% | $149,696-48.7% | $158,922-51.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 25.99% | 348.15%-322.2pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,586 | $5,103-49.3% | $4,644-44.3% | $4,761-45.7% |
| Participant deferral / active EE | $6,951 | $7,181-3.2% | $6,842+1.6% | $5,982+16.2% |
| Admin fee / account holder | $1,218 | $10,807-88.7% | $9,309-86.9% | $11,246-89.2% |