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 | $113,699 | $81,248+39.9% | $155,509-26.9% | $80,856+40.6% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 177.97% | 33.31%+144.7pp | 64.67%+113.3pp | 35.59%+142.4pp |
| Employer contribution / active EE | $3,525 | $3,100+13.7% | $4,672-24.6% | $2,755+28.0% |
| Participant deferral / active EE | $3,643 | $3,452+5.5% | $5,626-35.3% | $4,296-15.2% |
| Admin fee / account holder | $452 | $7,997-94.3% | $15,912-97.2% | $6,918-93.5% |