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 10-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 | $87,223 | $72,400+20.5% | $67,502+29.2% | $145,922-40.2% |
| Participation rate | 87.0% | 76.9%+10.1pp | 72.9%+14.1pp | 80.3%+6.7pp |
| Annual return | 11.49% | 7182.46%-7171.0pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,823 | $3,069-8.0% | $2,731+3.4% | $4,660-39.4% |
| Participant deferral / active EE | $8,221 | $4,783+71.9% | $4,000+105.5% | $6,688+22.9% |
| Admin fee / account holder | $785 | $5,539-85.8% | $3,998-80.4% | $13,397-94.1% |