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 | $50,765 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 18.92% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,302 | $5,706-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $5,496 | $5,954-7.7% | $5,202+5.7% | $5,982-8.1% |
| Admin fee / account holder | $404 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |