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 | $37,428 | $198,466-81.1% | $170,442-78.0% | $147,584-74.6% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 14.16% | 257.29%-243.1pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,120 | $6,184-65.7% | $5,433-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $4,384 | $5,629-22.1% | $4,939-11.2% | $5,439-19.4% |
| Admin fee / account holder | $6,520 | $16,852-61.3% | $13,880-53.0% | $10,885-40.1% |