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 | $81,873 | $165,335-50.5% | $149,696-45.3% | $158,922-48.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 40.72% | 348.15%-307.4pp | 276.60%-235.9pp | 302.83%-262.1pp |
| Employer contribution / active EE | $5,592 | $5,103+9.6% | $4,644+20.4% | $4,761+17.4% |
| Participant deferral / active EE | $5,707 | $7,181-20.5% | $6,842-16.6% | $5,982-4.6% |
| Admin fee / account holder | $1,235 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |