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 | $115,961 | $105,126+10.3% | $94,646+22.5% | $139,434-16.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 20.78% | 38.03%-17.3pp | 156.71%-135.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,265 | $4,106-20.5% | $3,672-11.1% | $4,751-31.3% |
| Participant deferral / active EE | $7,703 | $7,599+1.4% | $7,418+3.8% | $6,710+14.8% |
| Admin fee / account holder | $3,857 | $8,984-57.1% | $7,231-46.7% | $11,403-66.2% |