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 | $106,733 | $81,208+31.4% | $98,907+7.9% | $79,858+33.7% |
| Participation rate | 97.7% | 72.5%+25.2pp | 76.0%+21.7pp | 69.6%+28.0pp |
| Annual return | 19.38% | 60.99%-41.6pp | 196.43%-177.0pp | 31.71%-12.3pp |
| Employer contribution / active EE | $10,491 | $1,960+435.3% | $2,689+290.2% | $2,471+324.6% |
| Participant deferral / active EE | $7,925 | $3,265+142.7% | $4,244+86.7% | $3,740+111.9% |
| Admin fee / account holder | $789 | $6,013-86.9% | $6,642-88.1% | $5,306-85.1% |