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 | $133,524 | $107,334+24.4% | $92,893+43.7% | $152,861-12.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 17.55% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,278 | $4,221+48.7% | $3,653+71.9% | $4,762+31.8% |
| Participant deferral / active EE | $4,954 | $4,845+2.3% | $4,236+16.9% | $5,850-15.3% |
| Admin fee / account holder | $1,984 | $7,079-72.0% | $5,794-65.7% | $11,596-82.9% |