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 | $64,350 | $85,766-25.0% | $136,294-52.8% | $70,131-8.2% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 33.16% | 31.45%+1.7pp | 5155.94%-5122.8pp | 73.14%-40.0pp |
| Employer contribution / active EE | $3,148 | $2,966+6.1% | $4,695-33.0% | $2,342+34.4% |
| Participant deferral / active EE | $5,184 | $5,051+2.6% | $6,247-17.0% | $3,332+55.6% |
| Admin fee / account holder | $2,090 | $5,420-61.4% | $9,243-77.4% | $4,645-55.0% |