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 | $43,946 | $198,466-77.9% | $170,442-74.2% | $147,584-70.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.65% | 257.29%-239.6pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,698 | $6,184-72.5% | $5,433-68.8% | $4,876-65.2% |
| Participant deferral / active EE | $5,635 | $5,629+0.1% | $4,939+14.1% | $5,439+3.6% |
| Admin fee / account holder | $928 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |