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 | $98,764 | $74,888+31.9% | $71,209+38.7% | $142,382-30.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.95% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,486 | $2,854+57.2% | $2,721+64.9% | $4,299+4.3% |
| Participant deferral / active EE | $8,132 | $4,454+82.6% | $4,175+94.8% | $6,507+25.0% |
| Admin fee / account holder | $3,050 | $5,568-45.2% | $5,349-43.0% | $12,624-75.8% |