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 | $225,443 | $183,963+22.5% | $162,163+39.0% | $152,861+47.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 24.04% | 150.76%-126.7pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $7,002 | $6,371+9.9% | $5,614+24.7% | $4,762+47.0% |
| Participant deferral / active EE | $5,188 | $8,034-35.4% | $7,298-28.9% | $5,850-11.3% |
| Admin fee / account holder | $3,166 | $13,121-75.9% | $10,843-70.8% | $11,596-72.7% |