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 | $113,194 | $72,400+56.3% | $67,502+67.7% | $145,922-22.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.00% | 7182.46%-7170.5pp | 3512.12%-3500.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,487 | $3,069-19.0% | $2,731-8.9% | $4,660-46.6% |
| Participant deferral / active EE | $9,043 | $4,783+89.1% | $4,000+126.1% | $6,688+35.2% |
| Admin fee / account holder | $2,266 | $5,539-59.1% | $3,998-43.3% | $13,397-83.1% |