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 | $53,647 | $165,335-67.6% | $149,696-64.2% | $158,922-66.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.90% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,864 | $5,103-43.9% | $4,644-38.3% | $4,761-39.9% |
| Participant deferral / active EE | $6,779 | $7,181-5.6% | $6,842-0.9% | $5,982+13.3% |
| Admin fee / account holder | $12,166 | $10,807+12.6% | $9,309+30.7% | $11,246+8.2% |