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 | $154,357 | $104,974+47.0% | $95,585+61.5% | $142,382+8.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 12.99% | 210.33%-197.3pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,691 | $2,779+32.9% | $2,527+46.1% | $4,299-14.1% |
| Participant deferral / active EE | $6,087 | $4,352+39.9% | $4,023+51.3% | $6,507-6.5% |
| Admin fee / account holder | $939 | $6,386-85.3% | $6,127-84.7% | $12,624-92.6% |