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 | $54,452 | $198,466-72.6% | $170,442-68.1% | $147,584-63.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 26.14% | 257.29%-231.2pp | 205.93%-179.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,681 | $6,184-72.8% | $5,433-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $6,290 | $5,629+11.7% | $4,939+27.3% | $5,439+15.6% |
| Admin fee / account holder | $773 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |