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 | $33,304 | $162,781-79.5% | $133,956-75.1% | $158,922-79.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 7.61% | 41.94%-34.3pp | 45.09%-37.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $9,314 | $4,975+87.2% | $3,919+137.7% | $4,761+95.6% |
| Participant deferral / active EE | $10,703 | $5,911+81.1% | $5,048+112.0% | $5,982+78.9% |
| Admin fee / account holder | $6,484 | $11,736-44.8% | $8,927-27.4% | $11,246-42.3% |