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 | $69,089 | $198,466-65.2% | $170,442-59.5% | $147,584-53.2% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 37.97% | 257.29%-219.3pp | 205.93%-168.0pp | 578.55%-540.6pp |
| Employer contribution / active EE | $7,595 | $6,184+22.8% | $5,433+39.8% | $4,876+55.7% |
| Participant deferral / active EE | $3,890 | $5,629-30.9% | $4,939-21.2% | $5,439-28.5% |
| Admin fee / account holder | $2,371 | $16,852-85.9% | $13,880-82.9% | $10,885-78.2% |