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 | $34,634 | $209,411-83.5% | $178,490-80.6% | $158,922-78.2% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 12.71% | 188.75%-176.0pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,066 | $5,706-28.7% | $5,011-18.9% | $4,761-14.6% |
| Participant deferral / active EE | $4,274 | $5,954-28.2% | $5,202-17.8% | $5,982-28.6% |
| Admin fee / account holder | $1,090 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |