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 | $109,815 | $165,335-33.6% | $149,696-26.6% | $158,922-30.9% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 23.09% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,846 | $5,103-24.6% | $4,644-17.2% | $4,761-19.2% |
| Participant deferral / active EE | $8,400 | $7,181+17.0% | $6,842+22.8% | $5,982+40.4% |
| Admin fee / account holder | $1,951 | $10,807-81.9% | $9,309-79.0% | $11,246-82.6% |