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 | $198,266 | $133,922+48.0% | $116,228+70.6% | $142,382+39.2% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 15.01% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,380 | $3,446-59.9% | $2,994-53.9% | $4,299-67.9% |
| Participant deferral / active EE | $9,075 | $5,672+60.0% | $4,953+83.2% | $6,507+39.5% |
| Admin fee / account holder | $7,389 | $14,945-50.6% | $11,989-38.4% | $12,624-41.5% |