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 | $114,658 | $198,466-42.2% | $170,442-32.7% | $147,584-22.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.89% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,505 | $6,184-59.5% | $5,433-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $5,574 | $5,629-1.0% | $4,939+12.9% | $5,439+2.5% |
| Admin fee / account holder | $7,035 | $16,852-58.3% | $13,880-49.3% | $10,885-35.4% |