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 | $42,132 | $198,466-78.8% | $170,442-75.3% | $147,584-71.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 27.28% | 257.29%-230.0pp | 205.93%-178.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $2,785 | $6,184-55.0% | $5,433-48.7% | $4,876-42.9% |
| Participant deferral / active EE | $7,675 | $5,629+36.3% | $4,939+55.4% | $5,439+41.1% |
| Admin fee / account holder | $477 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |