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 | $73,081 | $198,466-63.2% | $170,442-57.1% | $147,584-50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.25% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,547 | $6,184-42.6% | $5,433-34.7% | $4,876-27.3% |
| Participant deferral / active EE | $5,982 | $5,629+6.3% | $4,939+21.1% | $5,439+10.0% |
| Admin fee / account holder | $2,387 | $16,852-85.8% | $13,880-82.8% | $10,885-78.1% |