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 | $117,410 | $74,888+56.8% | $71,209+64.9% | $142,382-17.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.07% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,254 | $2,854+14.0% | $2,721+19.6% | $4,299-24.3% |
| Participant deferral / active EE | $7,975 | $4,454+79.0% | $4,175+91.0% | $6,507+22.6% |
| Admin fee / account holder | $881 | $5,568-84.2% | $5,349-83.5% | $12,624-93.0% |