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 | $121,146 | $202,432-40.2% | $169,368-28.5% | $139,434-13.1% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 11.18% | 531.74%-520.6pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,553 | $4,692-24.3% | $4,013-11.5% | $4,751-25.2% |
| Participant deferral / active EE | $9,379 | $6,938+35.2% | $6,221+50.8% | $6,710+39.8% |
| Admin fee / account holder | $396 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |