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 | $70,979 | $176,056-59.7% | $159,436-55.5% | $167,490-57.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.53% | 331.75%-310.2pp | 263.57%-242.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $5,982 | $5,297+12.9% | $4,829+23.9% | $4,837+23.7% |
| Participant deferral / active EE | $9,606 | $7,750+23.9% | $7,352+30.7% | $6,341+51.5% |
| Admin fee / account holder | $4,833 | $12,554-61.5% | $10,799-55.2% | $12,309-60.7% |