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 | $62,872 | $226,064-72.2% | $182,532-65.6% | $152,861-58.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.4%+7.6pp |
| Annual return | 19.41% | 192.51%-173.1pp | 148.54%-129.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,724 | $4,978-5.1% | $4,076+15.9% | $4,762-0.8% |
| Participant deferral / active EE | $8,386 | $6,368+31.7% | $5,524+51.8% | $5,850+43.4% |
| Admin fee / account holder | $538 | $10,703-95.0% | $8,592-93.7% | $11,596-95.4% |