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 | $96,829 | $198,466-51.2% | $170,442-43.2% | $147,584-34.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.49% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,933 | $6,184-68.7% | $5,433-64.4% | $4,876-60.4% |
| Participant deferral / active EE | $5,979 | $5,629+6.2% | $4,939+21.0% | $5,439+9.9% |
| Admin fee / account holder | $746 | $16,852-95.6% | $13,880-94.6% | $10,885-93.1% |