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 | $74,888-4.0% | $71,209+1.0% | $142,382-49.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 41.52% | 345.14%-303.6pp | 282.51%-241.0pp | 217.08%-175.6pp |
| Employer contribution / active EE | $5,885 | $2,854+106.2% | $2,721+116.3% | $4,299+36.9% |
| Participant deferral / active EE | $10,452 | $4,454+134.6% | $4,175+150.3% | $6,507+60.6% |
| Admin fee / account holder | $7,124 | $5,568+27.9% | $5,349+33.2% | $12,624-43.6% |