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 | $53,090 | $165,335-67.9% | $149,696-64.5% | $158,922-66.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.40% | 348.15%-321.8pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $3,905 | $5,103-23.5% | $4,644-15.9% | $4,761-18.0% |
| Participant deferral / active EE | $7,672 | $7,181+6.8% | $6,842+12.1% | $5,982+28.2% |
| Admin fee / account holder | $9,761 | $10,807-9.7% | $9,309+4.9% | $11,246-13.2% |