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 | $82,953 | $102,966-19.4% | $90,281-8.1% | $152,861-45.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 23.46% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,188 | $3,139-30.3% | $2,854-23.3% | $4,762-54.0% |
| Participant deferral / active EE | $2,480 | $4,281-42.1% | $3,885-36.2% | $5,850-57.6% |
| Admin fee / account holder | $923 | $6,171-85.0% | $5,351-82.8% | $11,596-92.0% |