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 8-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 | $132,752 | $107,934+23.0% | $91,989+44.3% | $152,861-13.2% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 21.19% | 89.24%-68.1pp | 69.02%-47.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,197 | $4,210-24.1% | $3,452-7.4% | $4,762-32.9% |
| Participant deferral / active EE | $8,347 | $6,364+31.2% | $5,923+40.9% | $5,850+42.7% |
| Admin fee / account holder | $33,998 | $10,520+223.2% | $7,743+339.1% | $11,596+193.2% |