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 8-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 | $102,883 | $100,773+2.1% | $88,946+15.7% | $142,382-27.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.17% | 70.18%-58.0pp | 57.82%-45.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,692 | $2,918-42.0% | $2,555-33.8% | $4,299-60.6% |
| Participant deferral / active EE | $5,269 | $5,230+0.7% | $4,581+15.0% | $6,507-19.0% |
| Admin fee / account holder | $37,588 | $9,693+287.8% | $8,261+355.0% | $12,624+197.8% |