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 | $100,262 | $198,466-49.5% | $170,442-41.2% | $147,584-32.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 15.00% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,852 | $6,184-70.0% | $5,433-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $4,256 | $5,629-24.4% | $4,939-13.8% | $5,439-21.7% |
| Admin fee / account holder | $606 | $16,852-96.4% | $13,880-95.6% | $10,885-94.4% |