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 | $81,518 | $114,047-28.5% | $96,139-15.2% | $167,490-51.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 13.63% | 189.88%-176.3pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,591 | $3,427+121.5% | $2,797+171.4% | $4,837+56.9% |
| Participant deferral / active EE | $4,940 | $5,194-4.9% | $4,349+13.6% | $6,341-22.1% |
| Admin fee / account holder | $397 | $6,897-94.2% | $5,537-92.8% | $12,309-96.8% |