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 | $44,208 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 12.10% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,475 | $5,103-51.5% | $4,644-46.7% | $4,761-48.0% |
| Participant deferral / active EE | $5,047 | $7,181-29.7% | $6,842-26.2% | $5,982-15.6% |
| Admin fee / account holder | $5,969 | $10,807-44.8% | $9,309-35.9% | $11,246-46.9% |