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 | $120,417 | $198,466-39.3% | $170,442-29.3% | $147,584-18.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.82% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,877 | $6,184-69.6% | $5,433-65.4% | $4,876-61.5% |
| Participant deferral / active EE | $4,185 | $5,629-25.7% | $4,939-15.3% | $5,439-23.0% |
| Admin fee / account holder | $343 | $16,852-98.0% | $13,880-97.5% | $10,885-96.8% |