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 | $62,456 | $165,984-62.4% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 13.96% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,417 | $5,273-16.2% | $4,341+1.8% | $4,660-5.2% |
| Participant deferral / active EE | $10,591 | $6,959+52.2% | $6,031+75.6% | $6,688+58.4% |
| Admin fee / account holder | $11,821 | $16,648-29.0% | $12,690-6.8% | $13,397-11.8% |