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 | $53,392 | $209,411-74.5% | $178,490-70.1% | $158,922-66.4% |
| Participation rate | 87.0% | 86.3%+0.6pp | 81.9%+5.0pp | 82.0%+5.0pp |
| Annual return | 39.13% | 188.75%-149.6pp | 151.07%-111.9pp | 302.83%-263.7pp |
| Employer contribution / active EE | $4,124 | $5,706-27.7% | $5,011-17.7% | $4,761-13.4% |
| Participant deferral / active EE | $2,227 | $5,954-62.6% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $2,036 | $17,074-88.1% | $13,984-85.4% | $11,246-81.9% |