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 | $64,723 | $175,202-63.1% | $149,673-56.8% | $139,434-53.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.17% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,529 | $5,474-72.1% | $4,818-68.3% | $4,751-67.8% |
| Participant deferral / active EE | $5,941 | $6,519-8.9% | $5,680+4.6% | $6,710-11.5% |
| Admin fee / account holder | $2,367 | $16,150-85.3% | $13,210-82.1% | $11,403-79.2% |