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 | $95,057 | $105,126-9.6% | $94,646+0.4% | $139,434-31.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.39% | 38.03%-9.6pp | 156.71%-128.3pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,728 | $4,106-33.6% | $3,672-25.7% | $4,751-42.6% |
| Participant deferral / active EE | $7,524 | $7,599-1.0% | $7,418+1.4% | $6,710+12.1% |
| Admin fee / account holder | $2,817 | $8,984-68.6% | $7,231-61.0% | $11,403-75.3% |