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 6-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 | $68,584 | $90,348-24.1% | $75,972-9.7% | $145,922-53.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 17.33% | 620.88%-603.5pp | 359.55%-342.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $6,692 | $3,311+102.1% | $2,685+149.2% | $4,660+43.6% |
| Participant deferral / active EE | $8,594 | $5,162+66.5% | $4,255+102.0% | $6,688+28.5% |
| Admin fee / account holder | $2,658 | $8,467-68.6% | $6,467-58.9% | $13,397-80.2% |