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 | $109,516 | $198,466-44.8% | $170,442-35.7% | $147,584-25.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.29% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,244 | $6,184-63.7% | $5,433-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $4,357 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $1,091 | $16,852-93.5% | $13,880-92.1% | $10,885-90.0% |