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 | $68,753 | $209,411-67.2% | $178,490-61.5% | $158,922-56.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.04% | 188.75%-163.7pp | 151.07%-126.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,028 | $5,706-64.5% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $4,003 | $5,954-32.8% | $5,202-23.0% | $5,982-33.1% |
| Admin fee / account holder | $3,891 | $17,074-77.2% | $13,984-72.2% | $11,246-65.4% |