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 | $45,317 | $217,402-79.2% | $185,823-75.6% | $167,490-72.9% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 21.22% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,509 | $5,873-74.3% | $5,167-70.8% | $4,837-68.8% |
| Participant deferral / active EE | $3,429 | $6,356-46.0% | $5,568-38.4% | $6,341-45.9% |
| Admin fee / account holder | $3,122 | $19,811-84.2% | $16,237-80.8% | $12,309-74.6% |