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 | $66,098 | $169,032-60.9% | $129,207-48.8% | $145,922-54.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.85% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,205 | $5,537-6.0% | $4,153+25.3% | $4,660+11.7% |
| Participant deferral / active EE | $10,528 | $4,987+111.1% | $4,168+152.6% | $6,688+57.4% |
| Admin fee / account holder | $7,897 | $9,954-20.7% | $7,715+2.4% | $13,397-41.1% |