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 | $140,793 | $121,625+15.8% | $104,607+34.6% | $158,922-11.4% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 14.53% | 465.26%-450.7pp | 340.46%-325.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $9,605 | $3,163+203.7% | $2,681+258.3% | $4,761+101.7% |
| Participant deferral / active EE | $6,532 | $4,177+56.4% | $3,740+74.7% | $5,982+9.2% |
| Admin fee / account holder | $3,617 | $7,787-53.5% | $6,473-44.1% | $11,246-67.8% |