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 | $58,585 | $198,466-70.5% | $170,442-65.6% | $147,584-60.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.89% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,743 | $6,184-39.5% | $5,433-31.1% | $4,876-23.2% |
| Participant deferral / active EE | $6,343 | $5,629+12.7% | $4,939+28.4% | $5,439+16.6% |
| Admin fee / account holder | $1,465 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |