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 | $143,082 | $133,922+6.8% | $116,228+23.1% | $142,382+0.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.44% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,907 | $3,446-15.6% | $2,994-2.9% | $4,299-32.4% |
| Participant deferral / active EE | $10,760 | $5,672+89.7% | $4,953+117.2% | $6,507+65.4% |
| Admin fee / account holder | $14,237 | $14,945-4.7% | $11,989+18.7% | $12,624+12.8% |