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 | $61,382 | $90,348-32.1% | $75,972-19.2% | $145,922-57.9% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 24.66% | 620.88%-596.2pp | 359.55%-334.9pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,734 | $3,311-17.4% | $2,685+1.8% | $4,660-41.3% |
| Participant deferral / active EE | $6,698 | $5,162+29.8% | $4,255+57.4% | $6,688+0.2% |
| Admin fee / account holder | $7,704 | $8,467-9.0% | $6,467+19.1% | $13,397-42.5% |