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 | $121,702 | $74,888+62.5% | $71,209+70.9% | $142,382-14.5% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 26.57% | 345.14%-318.6pp | 282.51%-255.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,361 | $2,854+52.8% | $2,721+60.3% | $4,299+1.4% |
| Participant deferral / active EE | $8,228 | $4,454+84.7% | $4,175+97.1% | $6,507+26.4% |
| Admin fee / account holder | $2,187 | $5,568-60.7% | $5,349-59.1% | $12,624-82.7% |