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 | $56,725 | $198,466-71.4% | $170,442-66.7% | $147,584-61.6% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.99% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,215 | $6,184-64.2% | $5,433-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $5,058 | $5,629-10.1% | $4,939+2.4% | $5,439-7.0% |
| Admin fee / account holder | $1,928 | $16,852-88.6% | $13,880-86.1% | $10,885-82.3% |