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 | $56,165 | $209,411-73.2% | $178,490-68.5% | $158,922-64.7% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 20.21% | 188.75%-168.5pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,342 | $5,706-76.5% | $5,011-73.2% | $4,761-71.8% |
| Participant deferral / active EE | $4,078 | $5,954-31.5% | $5,202-21.6% | $5,982-31.8% |
| Admin fee / account holder | $466 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |