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 | $127,589 | $109,817+16.2% | $98,442+29.6% | $167,490-23.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 24.79% | 1956.69%-1931.9pp | 1492.73%-1467.9pp | 478.56%-453.8pp |
| Employer contribution / active EE | $3,530 | $3,224+9.5% | $2,960+19.3% | $4,837-27.0% |
| Participant deferral / active EE | $4,848 | $4,673+3.7% | $4,276+13.4% | $6,341-23.6% |
| Admin fee / account holder | $7,392 | $6,753+9.5% | $5,949+24.2% | $12,309-39.9% |