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 | $133,529 | $109,817+21.6% | $98,442+35.6% | $167,490-20.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.66% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,416 | $3,224+68.0% | $2,960+83.0% | $4,837+12.0% |
| Participant deferral / active EE | $4,552 | $4,673-2.6% | $4,276+6.4% | $6,341-28.2% |
| Admin fee / account holder | $2,904 | $6,753-57.0% | $5,949-51.2% | $12,309-76.4% |