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 | $74,764 | $175,202-57.3% | $149,673-50.0% | $139,434-46.4% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 18.39% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,124 | $5,474-6.4% | $4,818+6.4% | $4,751+7.9% |
| Participant deferral / active EE | $4,807 | $6,519-26.3% | $5,680-15.4% | $6,710-28.4% |
| Admin fee / account holder | $1,350 | $16,150-91.6% | $13,210-89.8% | $11,403-88.2% |