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 | $53,791 | $198,466-72.9% | $170,442-68.4% | $147,584-63.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 22.25% | 257.29%-235.0pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $11,781 | $6,184+90.5% | $5,433+116.8% | $4,876+141.6% |
| Participant deferral / active EE | $5,186 | $5,629-7.9% | $4,939+5.0% | $5,439-4.7% |
| Admin fee / account holder | $741 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |