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 | $208,512 | $183,963+13.3% | $162,163+28.6% | $152,861+36.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 21.04% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $8,128 | $6,371+27.6% | $5,614+44.8% | $4,762+70.7% |
| Participant deferral / active EE | $6,029 | $8,034-25.0% | $7,298-17.4% | $5,850+3.1% |
| Admin fee / account holder | $1,909 | $13,121-85.5% | $10,843-82.4% | $11,596-83.5% |