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 | $45,175 | $217,402-79.2% | $185,823-75.7% | $167,490-73.0% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 12.65% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,949 | $5,873-66.8% | $5,167-62.3% | $4,837-59.7% |
| Participant deferral / active EE | $4,838 | $6,356-23.9% | $5,568-13.1% | $6,341-23.7% |
| Admin fee / account holder | $542 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |