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 | $58,486 | $198,466-70.5% | $170,442-65.7% | $147,584-60.4% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 11.99% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,912 | $6,184-69.1% | $5,433-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $5,086 | $5,629-9.6% | $4,939+3.0% | $5,439-6.5% |
| Admin fee / account holder | $16,776 | $16,852-0.4% | $13,880+20.9% | $10,885+54.1% |