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 | $84,073 | $72,400+16.1% | $67,502+24.5% | $145,922-42.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 14.91% | 7182.46%-7167.6pp | 3512.12%-3497.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,736 | $3,069-10.9% | $2,731+0.2% | $4,660-41.3% |
| Participant deferral / active EE | $10,045 | $4,783+110.0% | $4,000+151.1% | $6,688+50.2% |
| Admin fee / account holder | $10,093 | $5,539+82.2% | $3,998+152.5% | $13,397-24.7% |