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 | $153,513 | $105,998+44.8% | $92,233+66.4% | $147,584+4.0% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 18.60% | 50.05%-31.4pp | 176.28%-157.7pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,875 | $4,333-10.6% | $3,679+5.3% | $4,876-20.5% |
| Participant deferral / active EE | $4,993 | $4,478+11.5% | $3,897+28.1% | $5,439-8.2% |
| Admin fee / account holder | $25,329 | $6,332+300.0% | $5,194+387.7% | $10,885+132.7% |