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 | $140,444 | $91,190+54.0% | $178,490-21.3% | $79,858+75.9% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 59.75% | 24.19%+35.6pp | 151.07%-91.3pp | 31.71%+28.0pp |
| Employer contribution / active EE | $1,972 | $3,256-39.4% | $5,011-60.6% | $2,471-20.2% |
| Participant deferral / active EE | $2,712 | $3,236-16.2% | $5,202-47.9% | $3,740-27.5% |
| Admin fee / account holder | $504 | $6,751-92.5% | $13,984-96.4% | $5,306-90.5% |