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 3-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 | $52,275 | $210,698-75.2% | $178,014-70.6% | $145,959-64.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.67% | 386.27%-375.6pp | 294.80%-284.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,184 | $4,567-74.1% | $3,950-70.0% | $4,661-74.6% |
| Participant deferral / active EE | $7,161 | $6,958+2.9% | $6,276+14.1% | $6,689+7.1% |
| Admin fee / account holder | $743 | $12,016-93.8% | $10,362-92.8% | $13,398-94.5% |