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 7-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 | $160,051 | $101,618+57.5% | $93,063+72.0% | $137,256+16.6% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 20.60% | 223.95%-203.3pp | 34.15%-13.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,998 | $2,707+10.7% | $2,476+21.1% | $4,156-27.9% |
| Participant deferral / active EE | $10,678 | $4,279+149.5% | $3,958+169.8% | $6,407+66.7% |
| Admin fee / account holder | $756 | $6,198-87.8% | $6,033-87.5% | $12,270-93.8% |