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 | $72,961 | $226,064-67.7% | $182,532-60.0% | $152,861-52.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 27.87% | 192.51%-164.6pp | 148.54%-120.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,926 | $4,978-21.1% | $4,076-3.7% | $4,762-17.6% |
| Participant deferral / active EE | $8,320 | $6,368+30.7% | $5,524+50.6% | $5,850+42.2% |
| Admin fee / account holder | $2,154 | $10,703-79.9% | $8,592-74.9% | $11,596-81.4% |