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 | $47,490 | $165,335-71.3% | $149,696-68.3% | $158,922-70.1% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 36.22% | 348.15%-311.9pp | 276.60%-240.4pp | 302.83%-266.6pp |
| Employer contribution / active EE | $4,836 | $5,103-5.2% | $4,644+4.1% | $4,761+1.6% |
| Participant deferral / active EE | $8,647 | $7,181+20.4% | $6,842+26.4% | $5,982+44.5% |
| Admin fee / account holder | $533 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |