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 | $51,413 | $176,056-70.8% | $159,436-67.8% | $167,490-69.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.91% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,405 | $5,297-73.5% | $4,829-70.9% | $4,837-71.0% |
| Participant deferral / active EE | $3,989 | $7,750-48.5% | $7,352-45.7% | $6,341-37.1% |
| Admin fee / account holder | $20,097 | $12,554+60.1% | $10,799+86.1% | $12,309+63.3% |