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 5-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 | $38,361 | $159,602-76.0% | $150,045-74.4% | $142,382-73.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 29.95% | 70.24%-40.3pp | 62.55%-32.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $3,742 | $4,961-24.6% | $4,693-20.3% | $4,299-13.0% |
| Participant deferral / active EE | $9,012 | $8,310+8.4% | $7,997+12.7% | $6,507+38.5% |
| Admin fee / account holder | $666 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |