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 | $76,760 | $144,119-46.7% | $117,854-34.9% | $147,584-48.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 23.81% | 531.15%-507.3pp | 335.08%-311.3pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,247 | $4,896-54.1% | $3,786-40.7% | $4,876-53.9% |
| Participant deferral / active EE | $5,395 | $5,316+1.5% | $4,482+20.4% | $5,439-0.8% |
| Admin fee / account holder | $12,496 | $10,886+14.8% | $8,020+55.8% | $10,885+14.8% |