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 | $125,546 | $165,335-24.1% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 28.56% | 348.15%-319.6pp | 276.60%-248.0pp | 302.83%-274.3pp |
| Employer contribution / active EE | $11,450 | $5,103+124.4% | $4,644+146.5% | $4,761+140.5% |
| Participant deferral / active EE | $11,780 | $7,181+64.0% | $6,842+72.2% | $5,982+96.9% |
| Admin fee / account holder | $6,068 | $10,807-43.8% | $9,309-34.8% | $11,246-46.0% |