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 | $38,082 | $198,466-80.8% | $170,442-77.7% | $147,584-74.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 13.82% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,504 | $6,184-75.7% | $5,433-72.3% | $4,876-69.2% |
| Participant deferral / active EE | $2,193 | $5,629-61.1% | $4,939-55.6% | $5,439-59.7% |
| Admin fee / account holder | $12,963 | $16,852-23.1% | $13,880-6.6% | $10,885+19.1% |