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 | $57,138 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.37% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,586 | $6,184-58.2% | $5,433-52.4% | $4,876-47.0% |
| Participant deferral / active EE | $4,593 | $5,629-18.4% | $4,939-7.0% | $5,439-15.6% |
| Admin fee / account holder | $528 | $16,852-96.9% | $13,880-96.2% | $10,885-95.1% |