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 | $135,698 | $74,888+81.2% | $71,209+90.6% | $142,382-4.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 16.23% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,739 | $2,854+311.3% | $2,721+331.4% | $4,299+173.0% |
| Participant deferral / active EE | $8,027 | $4,454+80.2% | $4,175+92.3% | $6,507+23.4% |
| Admin fee / account holder | $13,126 | $5,568+135.7% | $5,349+145.4% | $12,624+4.0% |