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 10-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 | $87,331 | $97,757-10.7% | $83,848+4.2% | $135,375-35.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 5.89% | 1287.37%-1281.5pp | 850.88%-845.0pp | 519.73%-513.8pp |
| Employer contribution / active EE | $7,244 | $4,222+71.6% | $3,631+99.5% | $4,779+51.6% |
| Participant deferral / active EE | $6,429 | $4,682+37.3% | $4,082+57.5% | $5,609+14.6% |
| Admin fee / account holder | $569 | $6,674-91.5% | $5,478-89.6% | $10,827-94.7% |