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 | $123,806 | $102,317+21.0% | $146,958-15.8% | $80,856+53.1% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 34.36% | 134.76%-100.4pp | 418.34%-384.0pp | 35.59%-1.2pp |
| Employer contribution / active EE | $5,985 | $3,713+61.2% | $4,933+21.3% | $2,755+117.2% |
| Participant deferral / active EE | $12,148 | $6,644+82.8% | $8,070+50.5% | $4,296+182.8% |
| Admin fee / account holder | $1,156 | $7,941-85.4% | $12,998-91.1% | $6,918-83.3% |