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 | $51,499 | $198,466-74.1% | $170,442-69.8% | $147,584-65.1% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 24.86% | 257.29%-232.4pp | 205.93%-181.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $5,005 | $6,184-19.1% | $5,433-7.9% | $4,876+2.6% |
| Participant deferral / active EE | $10,828 | $5,629+92.3% | $4,939+119.2% | $5,439+99.1% |
| Admin fee / account holder | $1,013 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |