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 | $71,032 | $209,411-66.1% | $178,490-60.2% | $158,922-55.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 12.13% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,354 | $5,706-6.2% | $5,011+6.9% | $4,761+12.5% |
| Participant deferral / active EE | $3,960 | $5,954-33.5% | $5,202-23.9% | $5,982-33.8% |
| Admin fee / account holder | $1,139 | $17,074-93.3% | $13,984-91.9% | $11,246-89.9% |