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 | $50,994 | $175,202-70.9% | $149,673-65.9% | $139,434-63.4% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 19.70% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,034 | $5,474-62.8% | $4,818-57.8% | $4,751-57.2% |
| Participant deferral / active EE | $6,572 | $6,519+0.8% | $5,680+15.7% | $6,710-2.1% |
| Admin fee / account holder | $5,583 | $16,150-65.4% | $13,210-57.7% | $11,403-51.0% |