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 | $78,410 | $202,432-61.3% | $169,368-53.7% | $139,434-43.8% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 18.37% | 531.74%-513.4pp | 405.60%-387.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,412 | $4,692-48.6% | $4,013-39.9% | $4,751-49.2% |
| Participant deferral / active EE | $7,418 | $6,938+6.9% | $6,221+19.2% | $6,710+10.6% |
| Admin fee / account holder | $846 | $10,708-92.1% | $9,003-90.6% | $11,403-92.6% |