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 | $60,637 | $142,405-57.4% | $115,157-47.3% | $152,861-60.3% |
| Participation rate | 88.2% | 82.4%+5.9pp | 75.9%+12.3pp | 82.4%+5.8pp |
| Annual return | 17.65% | 41.48%-23.8pp | 35.60%-18.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,541 | $4,010-11.7% | $3,179+11.4% | $4,762-25.6% |
| Participant deferral / active EE | $6,807 | $5,164+31.8% | $4,168+63.3% | $5,850+16.4% |
| Admin fee / account holder | $5,923 | $8,462-30.0% | $7,088-16.4% | $11,596-48.9% |