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 9-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 | $174,082 | $138,065+26.1% | $123,544+40.9% | $135,375+28.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 14.40% | 153.68%-139.3pp | 119.20%-104.8pp | 519.73%-505.3pp |
| Employer contribution / active EE | $7,500 | $5,151+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $10,886 | $6,799+60.1% | $6,426+69.4% | $5,609+94.1% |
| Admin fee / account holder | $422 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |