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 | $127,768 | $89,355+43.0% | $141,162-9.5% | $72,985+75.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 122.96% | 111.85%+11.1pp | 71.39%+51.6pp | 81.00%+42.0pp |
| Employer contribution / active EE | $3,592 | $3,114+15.3% | $4,735-24.1% | $2,440+47.2% |
| Participant deferral / active EE | $9,591 | $5,418+77.0% | $6,709+43.0% | $3,607+165.9% |
| Admin fee / account holder | $1,134 | $5,958-81.0% | $10,261-88.9% | $5,124-77.9% |