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 | $113,620 | $209,411-45.7% | $178,490-36.3% | $158,922-28.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 34.20% | 188.75%-154.6pp | 151.07%-116.9pp | 302.83%-268.6pp |
| Employer contribution / active EE | $2,326 | $5,706-59.2% | $5,011-53.6% | $4,761-51.1% |
| Participant deferral / active EE | $5,685 | $5,954-4.5% | $5,202+9.3% | $5,982-5.0% |
| Admin fee / account holder | $496 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |