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 | $125,244 | $107,934+16.0% | $91,989+36.2% | $152,861-18.1% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 18.66% | 89.24%-70.6pp | 69.02%-50.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,835 | $4,210-32.7% | $3,452-17.9% | $4,762-40.5% |
| Participant deferral / active EE | $7,820 | $6,364+22.9% | $5,923+32.0% | $5,850+33.7% |
| Admin fee / account holder | $346 | $10,520-96.7% | $7,743-95.5% | $11,596-97.0% |