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 | $68,048 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 22.79% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,108 | $6,184-65.9% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $3,580 | $5,629-36.4% | $4,939-27.5% | $5,439-34.2% |
| Admin fee / account holder | $1,145 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |