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 | $56,333 | $209,411-73.1% | $178,490-68.4% | $158,922-64.6% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 21.57% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $4,642 | $5,706-18.6% | $5,011-7.4% | $4,761-2.5% |
| Participant deferral / active EE | $5,442 | $5,954-8.6% | $5,202+4.6% | $5,982-9.0% |
| Admin fee / account holder | $12,422 | $17,074-27.3% | $13,984-11.2% | $11,246+10.5% |