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 | $69,265 | $217,402-68.1% | $185,823-62.7% | $167,490-58.6% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.03% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,730 | $5,873-70.5% | $5,167-66.5% | $4,837-64.2% |
| Participant deferral / active EE | $5,052 | $6,356-20.5% | $5,568-9.3% | $6,341-20.3% |
| Admin fee / account holder | $346 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |