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 7-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 | $125,518 | $109,817+14.3% | $98,442+27.5% | $167,490-25.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.19% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,991 | $3,224-7.2% | $2,960+1.0% | $4,837-38.2% |
| Participant deferral / active EE | $10,168 | $4,673+117.6% | $4,276+137.8% | $6,341+60.3% |
| Admin fee / account holder | $1,214 | $6,753-82.0% | $5,949-79.6% | $12,309-90.1% |