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 | $68,955 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 27.77% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $7,374 | $6,371+15.7% | $5,614+31.4% | $4,762+54.8% |
| Participant deferral / active EE | $13,887 | $8,034+72.9% | $7,298+90.3% | $5,850+137.4% |
| Admin fee / account holder | $5,799 | $13,121-55.8% | $10,843-46.5% | $11,596-50.0% |