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 | $114,759 | $89,355+28.4% | $141,162-18.7% | $72,985+57.2% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $7,730 | $3,114+148.2% | $4,735+63.2% | $2,440+216.8% |
| Participant deferral / active EE | $6,158 | $5,418+13.7% | $6,709-8.2% | $3,607+70.7% |
| Admin fee / account holder | $505 | $5,958-91.5% | $10,261-95.1% | $5,124-90.1% |