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 | $90,068 | $124,185-27.5% | $108,410-16.9% | $167,490-46.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.57% | 1379.64%-1364.1pp | 905.27%-889.7pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,758 | $4,187-34.1% | $3,558-22.5% | $4,837-43.0% |
| Participant deferral / active EE | $7,281 | $6,908+5.4% | $6,563+10.9% | $6,341+14.8% |
| Admin fee / account holder | $1,315 | $9,455-86.1% | $7,295-82.0% | $12,309-89.3% |