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 | $113,384 | $198,466-42.9% | $170,442-33.5% | $147,584-23.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 22.52% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,888 | $6,184-37.1% | $5,433-28.4% | $4,876-20.3% |
| Participant deferral / active EE | $4,037 | $5,629-28.3% | $4,939-18.3% | $5,439-25.8% |
| Admin fee / account holder | $5,711 | $16,852-66.1% | $13,880-58.9% | $10,885-47.5% |