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 | $135,205 | $102,382+32.1% | $147,005-8.0% | $80,874+67.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 15.37% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $4,220 | $3,715+13.6% | $4,934-14.5% | $2,756+53.2% |
| Participant deferral / active EE | $12,613 | $6,646+89.8% | $8,070+56.3% | $4,297+193.5% |
| Admin fee / account holder | $7,076 | $7,942-10.9% | $13,006-45.6% | $6,935+2.0% |