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 | $64,540 | $202,432-68.1% | $169,368-61.9% | $139,434-53.7% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.24% | 531.74%-518.5pp | 405.60%-392.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,919 | $4,692-59.1% | $4,013-52.2% | $4,751-59.6% |
| Participant deferral / active EE | $3,094 | $6,938-55.4% | $6,221-50.3% | $6,710-53.9% |
| Admin fee / account holder | $3,055 | $10,708-71.5% | $9,003-66.1% | $11,403-73.2% |