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 | $103,251 | $197,591-47.7% | $177,821-41.9% | $158,922-35.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 10.21% | 58.76%-48.6pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,479 | $6,697-48.1% | $5,918-41.2% | $4,761-26.9% |
| Participant deferral / active EE | $4,756 | $8,405-43.4% | $7,714-38.3% | $5,982-20.5% |
| Admin fee / account holder | $2,204 | $15,399-85.7% | $12,427-82.3% | $11,246-80.4% |