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 | $123,470 | $102,317+20.7% | $146,958-16.0% | $80,856+52.7% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 18.43% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,411 | $3,713+18.8% | $4,933-10.6% | $2,755+60.1% |
| Participant deferral / active EE | $7,925 | $6,644+19.3% | $8,070-1.8% | $4,296+84.5% |
| Admin fee / account holder | $1,265 | $7,941-84.1% | $12,998-90.3% | $6,918-81.7% |