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 | $122,399 | $183,963-33.5% | $162,163-24.5% | $152,861-19.9% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 18.77% | 150.76%-132.0pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,768 | $6,371+37.6% | $5,614+56.2% | $4,762+84.1% |
| Participant deferral / active EE | $5,172 | $8,034-35.6% | $7,298-29.1% | $5,850-11.6% |
| Admin fee / account holder | $314 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |