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 | $47,896 | $198,466-75.9% | $170,442-71.9% | $147,584-67.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 14.49% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,883 | $6,184-69.5% | $5,433-65.3% | $4,876-61.4% |
| Participant deferral / active EE | $2,792 | $5,629-50.4% | $4,939-43.5% | $5,439-48.7% |
| Admin fee / account holder | $655 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |