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 | $119,465 | $183,963-35.1% | $162,163-26.3% | $152,861-21.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 20.55% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,300 | $6,371-63.9% | $5,614-59.0% | $4,762-51.7% |
| Participant deferral / active EE | $10,119 | $8,034+26.0% | $7,298+38.7% | $5,850+73.0% |
| Admin fee / account holder | $1,657 | $13,121-87.4% | $10,843-84.7% | $11,596-85.7% |