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 | $73,072 | $198,466-63.2% | $170,442-57.1% | $147,584-50.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.29% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,840 | $6,184-70.2% | $5,433-66.1% | $4,876-62.3% |
| Participant deferral / active EE | $5,846 | $5,629+3.9% | $4,939+18.4% | $5,439+7.5% |
| Admin fee / account holder | $1,128 | $16,852-93.3% | $13,880-91.9% | $10,885-89.6% |