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 | $36,328 | $198,466-81.7% | $170,442-78.7% | $147,584-75.4% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 22.26% | 257.29%-235.0pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,894 | $6,184-69.4% | $5,433-65.1% | $4,876-61.2% |
| Participant deferral / active EE | $3,335 | $5,629-40.8% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $3,951 | $16,852-76.6% | $13,880-71.5% | $10,885-63.7% |