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 | $63,731 | $157,256-59.5% | $141,162-54.9% | $152,861-58.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 15.72% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,808 | $5,261-65.6% | $4,735-61.8% | $4,762-62.0% |
| Participant deferral / active EE | $5,155 | $7,109-27.5% | $6,709-23.2% | $5,850-11.9% |
| Admin fee / account holder | $5,269 | $12,120-56.5% | $10,261-48.6% | $11,596-54.6% |