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 7-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 | $148,313 | $117,983+25.7% | $101,794+45.7% | $142,382+4.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 287.29% | 36.92%+250.4pp | 30.53%+256.8pp | 217.08%+70.2pp |
| Employer contribution / active EE | $2,037 | $2,773-26.5% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $3,575 | $4,714-24.2% | $4,084-12.5% | $6,507-45.1% |
| Admin fee / account holder | $6,359 | $10,433-39.1% | $8,777-27.6% | $12,624-49.6% |