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 8-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 | $122,813 | $109,327+12.3% | $89,391+37.4% | $158,922-22.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 22.31% | 345.68%-323.4pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,758 | $3,170-13.0% | $2,586+6.7% | $4,761-42.1% |
| Participant deferral / active EE | $7,341 | $4,598+59.6% | $3,890+88.7% | $5,982+22.7% |
| Admin fee / account holder | $4,708 | $6,153-23.5% | $4,881-3.6% | $11,246-58.1% |