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 | $86,891 | $159,602-45.6% | $150,045-42.1% | $142,382-39.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 84.42% | 70.24%+14.2pp | 62.55%+21.9pp | 217.08%-132.7pp |
| Employer contribution / active EE | $13,846 | $4,961+179.1% | $4,693+195.0% | $4,299+222.1% |
| Participant deferral / active EE | $7,369 | $8,310-11.3% | $7,997-7.9% | $6,507+13.2% |
| Admin fee / account holder | $570 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |