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 | $141,714 | $108,919+30.1% | $100,391+41.2% | $145,922-2.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.18% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,576 | $4,419-19.1% | $3,942-9.3% | $4,660-23.3% |
| Participant deferral / active EE | $7,316 | $8,445-13.4% | $8,082-9.5% | $6,688+9.4% |
| Admin fee / account holder | $1,606 | $9,689-83.4% | $7,899-79.7% | $13,397-88.0% |