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 | $176,668 | $154,117+14.6% | $129,995+35.9% | $139,434+26.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 11.01% | 32.48%-21.5pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $9,715 | $5,289+83.7% | $4,320+124.9% | $4,751+104.5% |
| Participant deferral / active EE | $6,498 | $6,710-3.2% | $5,820+11.6% | $6,710-3.2% |
| Admin fee / account holder | $370 | $14,007-97.4% | $10,614-96.5% | $11,403-96.8% |