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 | $158,270 | $210,648-24.9% | $177,989-11.1% | $145,922+8.5% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 12.87% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,922 | $4,565+51.7% | $3,949+75.3% | $4,660+48.6% |
| Participant deferral / active EE | $8,838 | $6,958+27.0% | $6,276+40.8% | $6,688+32.1% |
| Admin fee / account holder | $862 | $12,013-92.8% | $10,363-91.7% | $13,397-93.6% |