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 | $135,343 | $127,386+6.2% | $115,037+17.7% | $125,391+7.9% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 112.55% | 31.28%+81.3pp | 26.14%+86.4pp | 282.22%-169.7pp |
| Employer contribution / active EE | $5,754 | $5,166+11.4% | $4,608+24.9% | $4,866+18.2% |
| Participant deferral / active EE | $8,939 | $6,423+39.2% | $6,026+48.3% | $5,352+67.0% |
| Admin fee / account holder | $10,044 | $9,516+5.5% | $8,175+22.9% | $9,540+5.3% |