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 9-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 | $66,205 | $165,335-60.0% | $149,696-55.8% | $158,922-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.76% | 348.15%-321.4pp | 276.60%-249.8pp | 302.83%-276.1pp |
| Employer contribution / active EE | $4,185 | $5,103-18.0% | $4,644-9.9% | $4,761-12.1% |
| Participant deferral / active EE | $3,362 | $7,181-53.2% | $6,842-50.9% | $5,982-43.8% |
| Admin fee / account holder | $3,345 | $10,807-69.0% | $9,309-64.1% | $11,246-70.3% |