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 | $101,548 | $138,065-26.4% | $123,544-17.8% | $135,375-25.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 7.54% | 153.68%-146.1pp | 119.20%-111.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $7,512 | $5,151+45.8% | $4,628+62.3% | $4,779+57.2% |
| Participant deferral / active EE | $7,447 | $6,799+9.5% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $3,625 | $10,916-66.8% | $9,284-61.0% | $10,827-66.5% |