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 | $78,594 | $48,795+61.1% | $65,493+20.0% | $84,808-7.3% |
| Participation rate | 76.3% | 67.0%+9.3pp | 73.1%+3.2pp | 68.3%+8.0pp |
| Annual return | 23.46% | 20.20%+3.3pp | 982.45%-959.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $3,400 | $1,930+76.2% | $2,574+32.1% | $2,631+29.2% |
| Participant deferral / active EE | $7,255 | $2,928+147.7% | $3,961+83.2% | $4,212+72.3% |
| Admin fee / account holder | $1,993 | $3,877-48.6% | $5,028-60.4% | $7,344-72.9% |