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 9-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 | $118,829 | $133,922-11.3% | $116,228+2.2% | $142,382-16.5% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 20.15% | 147.76%-127.6pp | 90.06%-69.9pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,168 | $3,446-37.1% | $2,994-27.6% | $4,299-49.6% |
| Participant deferral / active EE | $8,441 | $5,672+48.8% | $4,953+70.4% | $6,507+29.7% |
| Admin fee / account holder | $3,209 | $14,945-78.5% | $11,989-73.2% | $12,624-74.6% |