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 | $53,644 | $169,161-68.3% | $129,295-58.5% | $145,959-63.2% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 10.04% | 14348.07%-14338.0pp | 9429.28%-9419.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $8,037 | $5,543+45.0% | $4,157+93.3% | $4,661+72.4% |
| Participant deferral / active EE | $5,382 | $4,989+7.9% | $4,169+29.1% | $6,689-19.5% |
| Admin fee / account holder | $2,046 | $9,878-79.3% | $7,665-73.3% | $13,398-84.7% |