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 | $97,772 | $198,466-50.7% | $170,442-42.6% | $147,584-33.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.45% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,182 | $6,184-64.7% | $5,433-59.8% | $4,876-55.3% |
| Participant deferral / active EE | $4,474 | $5,629-20.5% | $4,939-9.4% | $5,439-17.7% |
| Admin fee / account holder | $59,186 | $16,852+251.2% | $13,880+326.4% | $10,885+443.7% |