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 | $53,058 | $209,411-74.7% | $178,490-70.3% | $158,922-66.6% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 20.32% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $5,091 | $5,706-10.8% | $5,011+1.6% | $4,761+6.9% |
| Participant deferral / active EE | $3,674 | $5,954-38.3% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $390 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |