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 | $209,085 | $133,922+56.1% | $116,228+79.9% | $142,382+46.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 18.30% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,061 | $3,446-11.2% | $2,994+2.2% | $4,299-28.8% |
| Participant deferral / active EE | $11,817 | $5,672+108.3% | $4,953+138.6% | $6,507+81.6% |
| Admin fee / account holder | $1,772 | $14,945-88.1% | $11,989-85.2% | $12,624-86.0% |