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 | $34,105 | $198,466-82.8% | $170,442-80.0% | $147,584-76.9% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 15.87% | 257.29%-241.4pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,535 | $6,184-75.2% | $5,433-71.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,860 | $5,629-31.4% | $4,939-21.9% | $5,439-29.0% |
| Admin fee / account holder | $311 | $16,852-98.2% | $13,880-97.8% | $10,885-97.1% |