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 | $132,164 | $183,592-28.0% | $155,567-15.0% | $145,959-9.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 38.34% | 61.24%-22.9pp | 64.74%-26.4pp | 561.95%-523.6pp |
| Employer contribution / active EE | $9,302 | $5,315+75.0% | $4,674+99.0% | $4,661+99.6% |
| Participant deferral / active EE | $7,721 | $6,464+19.4% | $5,628+37.2% | $6,689+15.4% |
| Admin fee / account holder | $1,103 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |