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 | $82,432 | $226,064-63.5% | $182,532-54.8% | $152,861-46.1% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.0%+0.3pp | 82.4%-4.2pp |
| Annual return | 28.77% | 192.51%-163.7pp | 148.54%-119.8pp | 345.32%-316.5pp |
| Employer contribution / active EE | $3,360 | $4,978-32.5% | $4,076-17.6% | $4,762-29.5% |
| Participant deferral / active EE | $8,602 | $6,368+35.1% | $5,524+55.7% | $5,850+47.0% |
| Admin fee / account holder | $5,446 | $10,703-49.1% | $8,592-36.6% | $11,596-53.0% |