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 | $29,986 | $107,334-72.1% | $92,893-67.7% | $152,861-80.4% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 19.25% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $7,906 | $4,221+87.3% | $3,653+116.4% | $4,762+66.0% |
| Participant deferral / active EE | $2,396 | $4,845-50.5% | $4,236-43.4% | $5,850-59.0% |
| Admin fee / account holder | $12,281 | $7,079+73.5% | $5,794+112.0% | $11,596+5.9% |