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 | $56,178 | $209,411-73.2% | $178,490-68.5% | $158,922-64.7% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 16.17% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,385 | $5,706-75.7% | $5,011-72.4% | $4,761-70.9% |
| Participant deferral / active EE | $3,411 | $5,954-42.7% | $5,202-34.4% | $5,982-43.0% |
| Admin fee / account holder | $8,736 | $17,074-48.8% | $13,984-37.5% | $11,246-22.3% |