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 | $123,197 | $112,881+9.1% | $90,951+35.5% | $158,922-22.5% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 18.51% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $5,338 | $2,893+84.5% | $2,122+151.5% | $4,761+12.1% |
| Participant deferral / active EE | $4,949 | $4,128+19.9% | $3,373+46.7% | $5,982-17.3% |
| Admin fee / account holder | $945 | $8,041-88.2% | $5,959-84.1% | $11,246-91.6% |