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 10-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 | $104,652 | $102,317+2.3% | $146,958-28.8% | $80,856+29.4% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 21.46% | 134.76%-113.3pp | 418.34%-396.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,467 | $3,713-6.6% | $4,933-29.7% | $2,755+25.8% |
| Participant deferral / active EE | $8,924 | $6,644+34.3% | $8,070+10.6% | $4,296+107.7% |
| Admin fee / account holder | $917 | $7,941-88.5% | $12,998-92.9% | $6,918-86.7% |