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 | $90,909 | $198,466-54.2% | $170,442-46.7% | $147,584-38.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 14.10% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,202 | $6,184-64.4% | $5,433-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $5,517 | $5,629-2.0% | $4,939+11.7% | $5,439+1.4% |
| Admin fee / account holder | $3,216 | $16,852-80.9% | $13,880-76.8% | $10,885-70.5% |