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 | $137,493 | $112,881+21.8% | $90,951+51.2% | $158,922-13.5% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 22.96% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,632 | $2,893-9.0% | $2,122+24.0% | $4,761-44.7% |
| Participant deferral / active EE | $8,803 | $4,128+113.3% | $3,373+161.0% | $5,982+47.2% |
| Admin fee / account holder | $4,822 | $8,041-40.0% | $5,959-19.1% | $11,246-57.1% |