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 | $126,705 | $105,126+20.5% | $94,646+33.9% | $139,434-9.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.03% | 38.03%-14.0pp | 156.71%-132.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,066 | $4,106-25.3% | $3,672-16.5% | $4,751-35.5% |
| Participant deferral / active EE | $11,181 | $7,599+47.1% | $7,418+50.7% | $6,710+66.6% |
| Admin fee / account holder | $1,599 | $8,984-82.2% | $7,231-77.9% | $11,403-86.0% |