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 | $73,517 | $228,332-67.8% | $185,823-60.4% | $158,922-53.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 73.36% | 40.80%+32.6pp | 35.95%+37.4pp | 302.83%-229.5pp |
| Employer contribution / active EE | $1,671 | $4,967-66.4% | $4,087-59.1% | $4,761-64.9% |
| Participant deferral / active EE | $15,293 | $6,415+138.4% | $5,632+171.5% | $5,982+155.6% |
| Admin fee / account holder | $1,421 | $11,864-88.0% | $9,500-85.0% | $11,246-87.4% |