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 | $70,325 | $198,466-64.6% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 12.30% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,871 | $6,184-69.7% | $5,433-65.6% | $4,876-61.6% |
| Participant deferral / active EE | $6,844 | $5,629+21.6% | $4,939+38.6% | $5,439+25.8% |
| Admin fee / account holder | $1,958 | $16,852-88.4% | $13,880-85.9% | $10,885-82.0% |