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 | $162,374 | $100,773+61.1% | $88,946+82.6% | $142,382+14.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.8%+17.5pp | 80.1%+6.2pp |
| Annual return | 19.71% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,769 | $2,918+63.4% | $2,555+86.6% | $4,299+10.9% |
| Participant deferral / active EE | $12,045 | $5,230+130.3% | $4,581+162.9% | $6,507+85.1% |
| Admin fee / account holder | $1,101 | $9,693-88.6% | $8,261-86.7% | $12,624-91.3% |