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 | $40,826 | $111,535-63.4% | $105,223-61.2% | $137,256-70.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 15.99% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,818 | $3,939+123.8% | $3,689+139.1% | $4,156+112.2% |
| Participant deferral / active EE | $3,840 | $5,500-30.2% | $5,072-24.3% | $6,407-40.1% |
| Admin fee / account holder | $1,311 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |