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 | $44,741 | $198,466-77.5% | $170,442-73.8% | $147,584-69.7% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 10.97% | 257.29%-246.3pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,665 | $6,184-56.9% | $5,433-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $2,539 | $5,629-54.9% | $4,939-48.6% | $5,439-53.3% |
| Admin fee / account holder | $4,604 | $16,852-72.7% | $13,880-66.8% | $10,885-57.7% |