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 | $156,331 | $133,922+16.7% | $116,228+34.5% | $142,382+9.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 14.94% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,966 | $3,446-42.9% | $2,994-34.3% | $4,299-54.3% |
| Participant deferral / active EE | $8,379 | $5,672+47.7% | $4,953+69.2% | $6,507+28.8% |
| Admin fee / account holder | $2,450 | $14,945-83.6% | $11,989-79.6% | $12,624-80.6% |