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 | $56,756 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.21% | 348.15%-324.9pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,559 | $5,103-49.9% | $4,644-44.9% | $4,761-46.3% |
| Participant deferral / active EE | $7,529 | $7,181+4.8% | $6,842+10.0% | $5,982+25.9% |
| Admin fee / account holder | $1,325 | $10,807-87.7% | $9,309-85.8% | $11,246-88.2% |