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 | $121,161 | $183,963-34.1% | $162,163-25.3% | $152,861-20.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.49% | 150.76%-132.3pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,606 | $6,371-74.8% | $5,614-71.4% | $4,762-66.3% |
| Participant deferral / active EE | $7,849 | $8,034-2.3% | $7,298+7.5% | $5,850+34.2% |
| Admin fee / account holder | $772 | $13,121-94.1% | $10,843-92.9% | $11,596-93.3% |