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 | $30,604 | $209,411-85.4% | $178,490-82.9% | $158,922-80.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.44% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,806 | $5,706-68.4% | $5,011-64.0% | $4,761-62.1% |
| Participant deferral / active EE | $5,329 | $5,954-10.5% | $5,202+2.4% | $5,982-10.9% |
| Admin fee / account holder | $854 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |