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 | $61,157 | $226,064-72.9% | $182,532-66.5% | $152,861-60.0% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 25.86% | 192.51%-166.6pp | 148.54%-122.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $8,957 | $4,978+79.9% | $4,076+119.8% | $4,762+88.1% |
| Participant deferral / active EE | $7,255 | $6,368+13.9% | $5,524+31.3% | $5,850+24.0% |
| Admin fee / account holder | $1,929 | $10,703-82.0% | $8,592-77.5% | $11,596-83.4% |