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 | $125,835 | $74,888+68.0% | $71,209+76.7% | $142,382-11.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 17.72% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,435 | $2,854-14.7% | $2,721-10.5% | $4,299-43.4% |
| Participant deferral / active EE | $7,779 | $4,454+74.6% | $4,175+86.3% | $6,507+19.5% |
| Admin fee / account holder | $1,474 | $5,568-73.5% | $5,349-72.5% | $12,624-88.3% |