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 | $116,846 | $74,888+56.0% | $71,209+64.1% | $142,382-17.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.49% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,580 | $2,854+200.6% | $2,721+215.3% | $4,299+99.6% |
| Participant deferral / active EE | $14,330 | $4,454+221.7% | $4,175+243.2% | $6,507+120.2% |
| Admin fee / account holder | $20,264 | $5,568+263.9% | $5,349+278.9% | $12,624+60.5% |