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 | $155,800 | $78,705+98.0% | $117,854+32.2% | $70,131+122.2% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 14.20% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,195 | $2,223-1.3% | $3,786-42.0% | $2,342-6.3% |
| Participant deferral / active EE | $7,704 | $3,297+133.7% | $4,482+71.9% | $3,332+131.2% |
| Admin fee / account holder | $8,012 | $5,065+58.2% | $8,020-0.1% | $4,645+72.5% |