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 | $112,404 | $198,466-43.4% | $170,442-34.1% | $147,584-23.8% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.08% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,210 | $6,184-64.3% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $6,328 | $5,629+12.4% | $4,939+28.1% | $5,439+16.4% |
| Admin fee / account holder | $322 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |