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 | $52,935 | $209,411-74.7% | $178,490-70.3% | $158,922-66.7% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 17.63% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,373 | $5,706-75.9% | $5,011-72.6% | $4,761-71.2% |
| Participant deferral / active EE | $2,819 | $5,954-52.7% | $5,202-45.8% | $5,982-52.9% |
| Admin fee / account holder | $4,248 | $17,074-75.1% | $13,984-69.6% | $11,246-62.2% |