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 | $169,047 | $144,119+17.3% | $117,854+43.4% | $147,584+14.5% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 17.69% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,987 | $4,896+1.9% | $3,786+31.7% | $4,876+2.3% |
| Participant deferral / active EE | $10,182 | $5,316+91.5% | $4,482+127.2% | $5,439+87.2% |
| Admin fee / account holder | $886 | $10,886-91.9% | $8,020-88.9% | $10,885-91.9% |