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 7-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 | $122,903 | $132,634-7.3% | $115,768+6.2% | $137,256-10.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 18.02% | 160.70%-142.7pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,225 | $3,360-33.8% | $2,940-24.3% | $4,156-46.5% |
| Participant deferral / active EE | $8,865 | $5,619+57.8% | $4,917+80.3% | $6,407+38.4% |
| Admin fee / account holder | $558 | $15,028-96.3% | $12,439-95.5% | $12,270-95.5% |