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 | $91,519 | $198,466-53.9% | $170,442-46.3% | $147,584-38.0% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 17.10% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,096 | $6,184-49.9% | $5,433-43.0% | $4,876-36.5% |
| Participant deferral / active EE | $4,910 | $5,629-12.8% | $4,939-0.6% | $5,439-9.7% |
| Admin fee / account holder | $1,660 | $16,852-90.2% | $13,880-88.0% | $10,885-84.8% |