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 | $47,868 | $198,466-75.9% | $170,442-71.9% | $147,584-67.6% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.91% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,628 | $6,184-73.7% | $5,433-70.0% | $4,876-66.6% |
| Participant deferral / active EE | $2,825 | $5,629-49.8% | $4,939-42.8% | $5,439-48.1% |
| Admin fee / account holder | $859 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |