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 | $59,814 | $124,281-51.9% | $109,143-45.2% | $167,490-64.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 91.04% | 26.04%+65.0pp | 25.75%+65.3pp | 478.56%-387.5pp |
| Employer contribution / active EE | $7,398 | $4,207+75.8% | $3,722+98.8% | $4,837+52.9% |
| Participant deferral / active EE | $5,014 | $5,255-4.6% | $4,653+7.8% | $6,341-20.9% |
| Admin fee / account holder | $2,177 | $7,970-72.7% | $6,752-67.8% | $12,309-82.3% |