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 | $140,629 | $112,096+25.5% | $95,952+46.6% | $158,922-11.5% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 6.75% | 171.09%-164.3pp | 91.61%-84.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,527 | $3,198-21.0% | $2,541-0.5% | $4,761-46.9% |
| Participant deferral / active EE | $7,122 | $4,784+48.9% | $4,167+70.9% | $5,982+19.1% |
| Admin fee / account holder | $1,686 | $10,130-83.4% | $6,795-75.2% | $11,246-85.0% |