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 | $37,162 | $198,466-81.3% | $170,442-78.2% | $147,584-74.8% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.26% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $5,460 | $6,184-11.7% | $5,433+0.5% | $4,876+12.0% |
| Participant deferral / active EE | $2,297 | $5,629-59.2% | $4,939-53.5% | $5,439-57.8% |
| Admin fee / account holder | $2,669 | $16,852-84.2% | $13,880-80.8% | $10,885-75.5% |