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 | $84,610 | $232,540-63.6% | $185,117-54.3% | $147,584-42.7% |
| Participation rate | 87.0% | 82.4%+4.6pp | 77.3%+9.7pp | 82.8%+4.1pp |
| Annual return | 35.24% | 43.03%-7.8pp | 40.50%-5.3pp | 578.55%-543.3pp |
| Employer contribution / active EE | $4,314 | $5,195-17.0% | $4,182+3.2% | $4,876-11.5% |
| Participant deferral / active EE | $8,637 | $5,834+48.0% | $5,045+71.2% | $5,439+58.8% |
| Admin fee / account holder | $581 | $10,275-94.3% | $8,159-92.9% | $10,885-94.7% |