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 | $142,133 | $90,348+57.3% | $75,972+87.1% | $145,922-2.6% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.1%+1.5pp | 80.3%-9.7pp |
| Annual return | 13.42% | 620.88%-607.5pp | 359.55%-346.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,550 | $3,311+37.4% | $2,685+69.5% | $4,660-2.3% |
| Participant deferral / active EE | $5,966 | $5,162+15.6% | $4,255+40.2% | $6,688-10.8% |
| Admin fee / account holder | $457 | $8,467-94.6% | $6,467-92.9% | $13,397-96.6% |