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 | $204,895 | $148,534+37.9% | $135,903+50.8% | $139,434+46.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.95% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,036 | $5,243-23.0% | $4,856-16.9% | $4,751-15.0% |
| Participant deferral / active EE | $12,281 | $8,100+51.6% | $7,758+58.3% | $6,710+83.0% |
| Admin fee / account holder | $397 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |