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 | $74,388 | $198,466-62.5% | $170,442-56.4% | $147,584-49.6% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 16.19% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,462 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $3,684 | $5,629-34.6% | $4,939-25.4% | $5,439-32.3% |
| Admin fee / account holder | $2,868 | $16,852-83.0% | $13,880-79.3% | $10,885-73.7% |