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 | $62,008 | $157,256-60.6% | $141,162-56.1% | $152,861-59.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.47% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,810 | $5,261+10.4% | $4,735+22.7% | $4,762+22.0% |
| Participant deferral / active EE | $4,103 | $7,109-42.3% | $6,709-38.8% | $5,850-29.9% |
| Admin fee / account holder | $3,631 | $12,120-70.0% | $10,261-64.6% | $11,596-68.7% |