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 | $232,804 | $227,553+2.3% | $189,557+22.8% | $167,490+39.0% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 20.05% | 78.40%-58.3pp | 64.17%-44.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $9,437 | $5,316+77.5% | $4,412+113.9% | $4,837+95.1% |
| Participant deferral / active EE | $8,630 | $7,002+23.3% | $6,174+39.8% | $6,341+36.1% |
| Admin fee / account holder | $383 | $11,878-96.8% | $9,807-96.1% | $12,309-96.9% |