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 | $121,215 | $133,922-9.5% | $116,228+4.3% | $142,382-14.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.79% | 147.76%-135.0pp | 90.06%-77.3pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,100 | $3,446-39.0% | $2,994-29.9% | $4,299-51.1% |
| Participant deferral / active EE | $10,805 | $5,672+90.5% | $4,953+118.1% | $6,507+66.0% |
| Admin fee / account holder | $2,296 | $14,945-84.6% | $11,989-80.8% | $12,624-81.8% |