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 | $62,449 | $198,466-68.5% | $170,442-63.4% | $147,584-57.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.88% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $5,832 | $6,184-5.7% | $5,433+7.4% | $4,876+19.6% |
| Participant deferral / active EE | $5,767 | $5,629+2.4% | $4,939+16.7% | $5,439+6.0% |
| Admin fee / account holder | $909 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |