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 | $84,876 | $226,064-62.5% | $182,532-53.5% | $152,861-44.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 21.36% | 192.51%-171.1pp | 148.54%-127.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,294 | $4,978-13.7% | $4,076+5.4% | $4,762-9.8% |
| Participant deferral / active EE | $8,367 | $6,368+31.4% | $5,524+51.5% | $5,850+43.0% |
| Admin fee / account holder | $15,600 | $10,703+45.8% | $8,592+81.6% | $11,596+34.5% |