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 8-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 | $110,844 | $202,432-45.2% | $169,368-34.6% | $139,434-20.5% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 38.88% | 531.74%-492.9pp | 405.60%-366.7pp | 372.94%-334.1pp |
| Employer contribution / active EE | $10,112 | $4,692+115.5% | $4,013+152.0% | $4,751+112.9% |
| Participant deferral / active EE | $10,518 | $6,938+51.6% | $6,221+69.1% | $6,710+56.7% |
| Admin fee / account holder | $2,266 | $10,708-78.8% | $9,003-74.8% | $11,403-80.1% |