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 | $30,107 | $226,064-86.7% | $182,532-83.5% | $152,861-80.3% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.0%+1.0pp | 82.4%-3.5pp |
| Annual return | 21.79% | 192.51%-170.7pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,779 | $4,978-64.3% | $4,076-56.4% | $4,762-62.6% |
| Participant deferral / active EE | $5,635 | $6,368-11.5% | $5,524+2.0% | $5,850-3.7% |
| Admin fee / account holder | $804 | $10,703-92.5% | $8,592-90.6% | $11,596-93.1% |