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 | $48,908 | $228,332-78.6% | $185,823-73.7% | $158,922-69.2% |
| Participation rate | 95.2% | 82.3%+12.9pp | 78.0%+17.2pp | 82.0%+13.3pp |
| Annual return | 14.19% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,531 | $4,967-49.0% | $4,087-38.1% | $4,761-46.8% |
| Participant deferral / active EE | $8,510 | $6,415+32.7% | $5,632+51.1% | $5,982+42.3% |
| Admin fee / account holder | $6,556 | $11,864-44.7% | $9,500-31.0% | $11,246-41.7% |