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 | $95,041 | $198,466-52.1% | $170,442-44.2% | $147,584-35.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 11.61% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,647 | $6,184-57.2% | $5,433-51.3% | $4,876-45.7% |
| Participant deferral / active EE | $6,374 | $5,629+13.2% | $4,939+29.0% | $5,439+17.2% |
| Admin fee / account holder | $2,247 | $16,852-86.7% | $13,880-83.8% | $10,885-79.4% |