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 | $202,668 | $165,335+22.6% | $149,696+35.4% | $158,922+27.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 20.16% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $11,021 | $5,103+116.0% | $4,644+137.3% | $4,761+131.5% |
| Participant deferral / active EE | $4,475 | $7,181-37.7% | $6,842-34.6% | $5,982-25.2% |
| Admin fee / account holder | $314 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |