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 | $78,571 | $70,669+11.2% | $169,368-53.6% | $75,163+4.5% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.1%+11.3pp | 67.2%+21.3pp |
| Annual return | 21.22% | 36.36%-15.1pp | 405.60%-384.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $6,538 | $2,211+195.7% | $4,013+62.9% | $2,670+144.9% |
| Participant deferral / active EE | $12,569 | $4,311+191.6% | $6,221+102.0% | $4,125+204.7% |
| Admin fee / account holder | $1,842 | $5,402-65.9% | $9,003-79.5% | $5,651-67.4% |