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 | $46,082 | $144,119-68.0% | $117,854-60.9% | $147,584-68.8% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 14.46% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,142 | $4,896-35.8% | $3,786-17.0% | $4,876-35.6% |
| Participant deferral / active EE | $3,969 | $5,316-25.3% | $4,482-11.4% | $5,439-27.0% |
| Admin fee / account holder | $13,952 | $10,886+28.2% | $8,020+74.0% | $10,885+28.2% |