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 | $50,099 | $68,097-26.4% | $62,929-20.4% | $137,256-63.5% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 14.94% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,697 | $2,811-39.6% | $2,505-32.3% | $4,156-59.2% |
| Participant deferral / active EE | $2,955 | $4,553-35.1% | $3,888-24.0% | $6,407-53.9% |
| Admin fee / account holder | $387 | $6,521-94.1% | $5,065-92.4% | $12,270-96.8% |