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 | $111,704 | $102,317+9.2% | $146,958-24.0% | $80,856+38.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 15.45% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,175 | $3,713-14.5% | $4,933-35.6% | $2,755+15.3% |
| Participant deferral / active EE | $7,637 | $6,644+15.0% | $8,070-5.4% | $4,296+77.8% |
| Admin fee / account holder | $3,440 | $7,941-56.7% | $12,998-73.5% | $6,918-50.3% |