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 | $102,037 | $112,881-9.6% | $90,951+12.2% | $158,922-35.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 71.66% | 215.79%-144.1pp | 134.60%-62.9pp | 302.83%-231.2pp |
| Employer contribution / active EE | $4,691 | $2,893+62.1% | $2,122+121.0% | $4,761-1.5% |
| Participant deferral / active EE | $6,759 | $4,128+63.8% | $3,373+100.4% | $5,982+13.0% |
| Admin fee / account holder | $3,042 | $8,041-62.2% | $5,959-48.9% | $11,246-72.9% |