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 | $60,641 | $111,754-45.7% | $103,333-41.3% | $145,922-58.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 21.18% | 24.77%-3.6pp | 24.88%-3.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $18,021 | $4,212+327.8% | $3,868+365.9% | $4,660+286.7% |
| Participant deferral / active EE | $8,581 | $5,619+52.7% | $5,057+69.7% | $6,688+28.3% |
| Admin fee / account holder | $575 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |