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 | $71,897 | $72,071-0.2% | $68,368+5.2% | $137,256-47.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 41.52% | 353.14%-311.6pp | 292.57%-251.1pp | 220.34%-178.8pp |
| Employer contribution / active EE | $5,885 | $2,788+111.1% | $2,649+122.2% | $4,156+41.6% |
| Participant deferral / active EE | $10,452 | $4,410+137.0% | $4,123+153.5% | $6,407+63.1% |
| Admin fee / account holder | $7,124 | $5,336+33.5% | $5,150+38.3% | $12,270-41.9% |