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 | $27,434 | $176,056-84.4% | $159,436-82.8% | $167,490-83.6% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 10.73% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $10,332 | $5,297+95.0% | $4,829+113.9% | $4,837+113.6% |
| Participant deferral / active EE | $2,731 | $7,750-64.8% | $7,352-62.9% | $6,341-56.9% |
| Admin fee / account holder | $1,947 | $12,554-84.5% | $10,799-82.0% | $12,309-84.2% |