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 | $63,214 | $198,466-68.1% | $170,442-62.9% | $147,584-57.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 21.28% | 257.29%-236.0pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,407 | $6,184-77.2% | $5,433-74.1% | $4,876-71.1% |
| Participant deferral / active EE | $8,711 | $5,629+54.7% | $4,939+76.3% | $5,439+60.2% |
| Admin fee / account holder | $820 | $16,852-95.1% | $13,880-94.1% | $10,885-92.5% |