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 | $98,622 | $95,561+3.2% | $77,163+27.8% | $139,434-29.3% |
| Participation rate | 72.2% | 73.9%-1.7pp | 69.6%+2.7pp | 80.3%-8.1pp |
| Annual return | 18.31% | 54.92%-36.6pp | 37.87%-19.6pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,525 | $3,147-19.8% | $2,535-0.4% | $4,751-46.8% |
| Participant deferral / active EE | $6,194 | $4,624+34.0% | $3,833+61.6% | $6,710-7.7% |
| Admin fee / account holder | $1,211 | $8,295-85.4% | $5,472-77.9% | $11,403-89.4% |