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 | $124,500 | $105,998+17.5% | $92,233+35.0% | $147,584-15.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 15.62% | 50.05%-34.4pp | 176.28%-160.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,260 | $4,333-24.8% | $3,679-11.4% | $4,876-33.2% |
| Participant deferral / active EE | $7,343 | $4,478+64.0% | $3,897+88.5% | $5,439+35.0% |
| Admin fee / account holder | $527 | $6,332-91.7% | $5,194-89.9% | $10,885-95.2% |