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 | $82,424 | $217,402-62.1% | $185,823-55.6% | $167,490-50.8% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 14.28% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,232 | $5,873-45.0% | $5,167-37.5% | $4,837-33.2% |
| Participant deferral / active EE | $7,130 | $6,356+12.2% | $5,568+28.1% | $6,341+12.4% |
| Admin fee / account holder | $1,914 | $19,811-90.3% | $16,237-88.2% | $12,309-84.4% |