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 | $83,409 | $176,662-52.8% | $130,648-36.2% | $152,861-45.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 21.32% | 2692.24%-2670.9pp | 1708.96%-1687.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,894 | $5,742-32.2% | $4,092-4.8% | $4,762-18.2% |
| Participant deferral / active EE | $7,132 | $4,361+63.5% | $3,603+98.0% | $5,850+21.9% |
| Admin fee / account holder | $7,499 | $7,133+5.1% | $5,464+37.2% | $11,596-35.3% |