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 | $167,740 | $109,982+52.5% | $97,226+72.5% | $145,922+15.0% |
| Participation rate | 89.5% | 75.9%+13.5pp | 72.7%+16.8pp | 80.3%+9.2pp |
| Annual return | 15.99% | 242.90%-226.9pp | 75.13%-59.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,867 | $3,084-7.0% | $2,729+5.1% | $4,660-38.5% |
| Participant deferral / active EE | $7,252 | $4,676+55.1% | $4,264+70.1% | $6,688+8.4% |
| Admin fee / account holder | $479 | $6,221-92.3% | $5,654-91.5% | $13,397-96.4% |