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 | $51,346 | $198,466-74.1% | $170,442-69.9% | $147,584-65.2% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 23.45% | 257.29%-233.8pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,116 | $6,184-65.8% | $5,433-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $3,020 | $5,629-46.4% | $4,939-38.9% | $5,439-44.5% |
| Admin fee / account holder | $340 | $16,852-98.0% | $13,880-97.5% | $10,885-96.9% |