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 | $68,530 | $198,466-65.5% | $170,442-59.8% | $147,584-53.6% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 14.52% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,941 | $6,184-52.4% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $5,295 | $5,629-5.9% | $4,939+7.2% | $5,439-2.6% |
| Admin fee / account holder | $7,593 | $16,852-54.9% | $13,880-45.3% | $10,885-30.2% |