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 6-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 | $96,792 | $106,515-9.1% | $96,683+0.1% | $139,434-30.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 49.26% | 38.43%+10.8pp | 35.69%+13.6pp | 372.94%-323.7pp |
| Employer contribution / active EE | $2,870 | $4,103-30.0% | $3,737-23.2% | $4,751-39.6% |
| Participant deferral / active EE | $5,360 | $5,454-1.7% | $4,878+9.9% | $6,710-20.1% |
| Admin fee / account holder | $1,262 | $7,877-84.0% | $6,730-81.2% | $11,403-88.9% |