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 | $79,830 | $226,064-64.7% | $182,532-56.3% | $152,861-47.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 20.23% | 192.51%-172.3pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,947 | $4,978-20.7% | $4,076-3.2% | $4,762-17.1% |
| Participant deferral / active EE | $7,296 | $6,368+14.6% | $5,524+32.1% | $5,850+24.7% |
| Admin fee / account holder | $6,355 | $10,703-40.6% | $8,592-26.0% | $11,596-45.2% |