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 | $157,631 | $185,822-15.2% | $169,993-7.3% | $139,434+13.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.36% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,619 | $7,590-52.3% | $6,785-46.7% | $4,751-23.8% |
| Participant deferral / active EE | $17,699 | $11,622+52.3% | $10,408+70.1% | $6,710+163.8% |
| Admin fee / account holder | $801 | $15,381-94.8% | $12,815-93.7% | $11,403-93.0% |