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 | $84,756 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 17.17% | 257.29%-240.1pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,567 | $6,184-58.5% | $5,433-52.7% | $4,876-47.4% |
| Participant deferral / active EE | $2,753 | $5,629-51.1% | $4,939-44.3% | $5,439-49.4% |
| Admin fee / account holder | $1,465 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |