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 | $81,918 | $104,907-21.9% | $84,611-3.2% | $152,861-46.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.65% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,940 | $3,302-41.2% | $2,652-26.9% | $4,762-59.3% |
| Participant deferral / active EE | $7,049 | $4,688+50.4% | $3,899+80.8% | $5,850+20.5% |
| Admin fee / account holder | $1,636 | $6,241-73.8% | $4,912-66.7% | $11,596-85.9% |