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 | $64,571 | $232,540-72.2% | $185,117-65.1% | $147,584-56.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 17.86% | 43.03%-25.2pp | 40.50%-22.6pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,926 | $5,195+52.6% | $4,182+89.5% | $4,876+62.5% |
| Participant deferral / active EE | $8,035 | $5,834+37.7% | $5,045+59.3% | $5,439+47.7% |
| Admin fee / account holder | $2,458 | $10,275-76.1% | $8,159-69.9% | $10,885-77.4% |