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 | $148,532 | $77,314+92.1% | $177,989-16.5% | $80,856+83.7% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.6pp | 67.6%+29.0pp |
| Annual return | 25.50% | 18.09%+7.4pp | 294.48%-269.0pp | 35.59%-10.1pp |
| Employer contribution / active EE | $4,794 | $2,292+109.2% | $3,949+21.4% | $2,755+74.0% |
| Participant deferral / active EE | $10,537 | $4,411+138.9% | $6,276+67.9% | $4,296+145.3% |
| Admin fee / account holder | $4,436 | $7,191-38.3% | $10,363-57.2% | $6,918-35.9% |