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 | $43,142 | $198,466-78.3% | $170,442-74.7% | $147,584-70.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.69% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,323 | $6,184-62.4% | $5,433-57.2% | $4,876-52.4% |
| Participant deferral / active EE | $4,354 | $5,629-22.7% | $4,939-11.9% | $5,439-19.9% |
| Admin fee / account holder | $1,479 | $16,852-91.2% | $13,880-89.3% | $10,885-86.4% |