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 | $143,412 | $102,382+40.1% | $147,005-2.4% | $80,874+77.3% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 18.11% | 134.89%-116.8pp | 418.76%-400.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $3,881 | $3,715+4.5% | $4,934-21.4% | $2,756+40.8% |
| Participant deferral / active EE | $9,537 | $6,646+43.5% | $8,070+18.2% | $4,297+121.9% |
| Admin fee / account holder | $8,376 | $7,942+5.5% | $13,006-35.6% | $6,935+20.8% |