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 | $89,670 | $109,904-18.4% | $97,167-7.7% | $145,959-38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.68% | 243.43%-225.8pp | 75.27%-57.6pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,114 | $3,084+1.0% | $2,729+14.1% | $4,661-33.2% |
| Participant deferral / active EE | $11,946 | $4,676+155.5% | $4,264+180.2% | $6,689+78.6% |
| Admin fee / account holder | $496 | $6,216-92.0% | $5,650-91.2% | $13,398-96.3% |