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 | $55,981 | $226,064-75.2% | $182,532-69.3% | $152,861-63.4% |
| Participation rate | 84.2% | 82.5%+1.8pp | 78.0%+6.2pp | 82.4%+1.8pp |
| Annual return | 23.92% | 192.51%-168.6pp | 148.54%-124.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $599 | $4,978-88.0% | $4,076-85.3% | $4,762-87.4% |
| Participant deferral / active EE | $1,778 | $6,368-72.1% | $5,524-67.8% | $5,850-69.6% |
| Admin fee / account holder | $1,632 | $10,703-84.8% | $8,592-81.0% | $11,596-85.9% |