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 | $196,071 | $175,202+11.9% | $149,673+31.0% | $139,434+40.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.09% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,959 | $5,474-9.4% | $4,818+2.9% | $4,751+4.4% |
| Participant deferral / active EE | $4,041 | $6,519-38.0% | $5,680-28.9% | $6,710-39.8% |
| Admin fee / account holder | $883 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |