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 | $34,004 | $198,466-82.9% | $170,442-80.0% | $147,584-77.0% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 10.69% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,450 | $6,184-76.6% | $5,433-73.3% | $4,876-70.3% |
| Participant deferral / active EE | $3,596 | $5,629-36.1% | $4,939-27.2% | $5,439-33.9% |
| Admin fee / account holder | $2,761 | $16,852-83.6% | $13,880-80.1% | $10,885-74.6% |