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 | $103,204 | $226,064-54.3% | $182,532-43.5% | $152,861-32.5% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.4%+9.2pp |
| Annual return | 24.94% | 192.51%-167.6pp | 148.54%-123.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,927 | $4,978-41.2% | $4,076-28.2% | $4,762-38.5% |
| Participant deferral / active EE | $7,883 | $6,368+23.8% | $5,524+42.7% | $5,850+34.8% |
| Admin fee / account holder | $889 | $10,703-91.7% | $8,592-89.7% | $11,596-92.3% |