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 | $98,873 | $198,466-50.2% | $170,442-42.0% | $147,584-33.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 9.50% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,925 | $6,184-68.9% | $5,433-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $6,452 | $5,629+14.6% | $4,939+30.6% | $5,439+18.6% |
| Admin fee / account holder | $368 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |