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 | $128,160 | $100,773+27.2% | $88,946+44.1% | $142,382-10.0% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 11.60% | 70.18%-58.6pp | 57.82%-46.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,684 | $2,918+60.5% | $2,555+83.3% | $4,299+9.0% |
| Participant deferral / active EE | $4,976 | $5,230-4.9% | $4,581+8.6% | $6,507-23.5% |
| Admin fee / account holder | $6,973 | $9,693-28.1% | $8,261-15.6% | $12,624-44.8% |