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 | $84,996 | $176,662-51.9% | $130,648-34.9% | $152,861-44.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 21.93% | 2692.24%-2670.3pp | 1708.96%-1687.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,820 | $5,742-33.5% | $4,092-6.6% | $4,762-19.8% |
| Participant deferral / active EE | $8,321 | $4,361+90.8% | $3,603+131.0% | $5,850+42.2% |
| Admin fee / account holder | $5,619 | $7,133-21.2% | $5,464+2.8% | $11,596-51.5% |