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 | $97,225 | $112,096-13.3% | $95,952+1.3% | $158,922-38.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.56% | 171.09%-146.5pp | 91.61%-67.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,763 | $3,198-44.9% | $2,541-30.6% | $4,761-63.0% |
| Participant deferral / active EE | $11,652 | $4,784+143.6% | $4,167+179.6% | $5,982+94.8% |
| Admin fee / account holder | $856 | $10,130-91.5% | $6,795-87.4% | $11,246-92.4% |