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 | $47,369 | $198,466-76.1% | $170,442-72.2% | $147,584-67.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.99% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,884 | $6,184-53.4% | $5,433-46.9% | $4,876-40.9% |
| Participant deferral / active EE | $3,938 | $5,629-30.0% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $594 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |