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 | $119,854 | $226,064-47.0% | $182,532-34.3% | $152,861-21.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 17.41% | 192.51%-175.1pp | 148.54%-131.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $4,680 | $4,978-6.0% | $4,076+14.8% | $4,762-1.7% |
| Participant deferral / active EE | $7,813 | $6,368+22.7% | $5,524+41.4% | $5,850+33.6% |
| Admin fee / account holder | $3,908 | $10,703-63.5% | $8,592-54.5% | $11,596-66.3% |