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 | $118,351 | $111,724+5.9% | $93,606+26.4% | $145,922-18.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 10.87% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,183 | $3,090+35.4% | $2,420+72.9% | $4,660-10.2% |
| Participant deferral / active EE | $6,157 | $4,912+25.3% | $4,411+39.6% | $6,688-7.9% |
| Admin fee / account holder | $2,148 | $10,250-79.0% | $8,285-74.1% | $13,397-84.0% |