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 | $69,047 | $169,032-59.2% | $129,207-46.6% | $145,922-52.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 10.37% | 14330.11%-14319.7pp | 9417.33%-9407.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $965 | $5,537-82.6% | $4,153-76.8% | $4,660-79.3% |
| Participant deferral / active EE | $5,749 | $4,987+15.3% | $4,168+38.0% | $6,688-14.0% |
| Admin fee / account holder | $721 | $9,954-92.8% | $7,715-90.6% | $13,397-94.6% |