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 | $74,966 | $198,466-62.2% | $170,442-56.0% | $147,584-49.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 24.14% | 257.29%-233.2pp | 205.93%-181.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,731 | $6,184-55.8% | $5,433-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $4,850 | $5,629-13.9% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $17,961 | $16,852+6.6% | $13,880+29.4% | $10,885+65.0% |