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 | $114,228 | $91,538+24.8% | $129,995-12.1% | $75,163+52.0% |
| Participation rate | 75.5% | 71.4%+4.0pp | 78.5%-3.0pp | 67.2%+8.3pp |
| Annual return | 36.47% | -631.11%+667.6pp | -137.18%+173.6pp | 160.62%-124.2pp |
| Employer contribution / active EE | $4,224 | $2,845+48.5% | $4,320-2.2% | $2,670+58.2% |
| Participant deferral / active EE | $9,784 | $4,341+125.4% | $5,820+68.1% | $4,125+137.2% |
| Admin fee / account holder | $12,790 | $6,790+88.4% | $10,614+20.5% | $5,651+126.3% |