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 | $58,164 | $232,540-75.0% | $185,117-68.6% | $147,584-60.6% |
| Participation rate | 85.0% | 82.4%+2.6pp | 77.3%+7.7pp | 82.8%+2.2pp |
| Annual return | 19.14% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,808 | $5,195-7.5% | $4,182+15.0% | $4,876-1.4% |
| Participant deferral / active EE | $9,109 | $5,834+56.1% | $5,045+80.5% | $5,439+67.5% |
| Admin fee / account holder | $439 | $10,275-95.7% | $8,159-94.6% | $10,885-96.0% |