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 | $133,287 | $74,888+78.0% | $71,209+87.2% | $142,382-6.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.35% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,381 | $2,854+18.5% | $2,721+24.3% | $4,299-21.3% |
| Participant deferral / active EE | $6,775 | $4,454+52.1% | $4,175+62.3% | $6,507+4.1% |
| Admin fee / account holder | $17,260 | $5,568+210.0% | $5,349+222.7% | $12,624+36.7% |