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 | $136,838 | $183,963-25.6% | $162,163-15.6% | $152,861-10.5% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 17.96% | 150.76%-132.8pp | 115.59%-97.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $4,324 | $6,371-32.1% | $5,614-23.0% | $4,762-9.2% |
| Participant deferral / active EE | $10,201 | $8,034+27.0% | $7,298+39.8% | $5,850+74.4% |
| Admin fee / account holder | $17,445 | $13,121+32.9% | $10,843+60.9% | $11,596+50.4% |