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 | $64,725 | $157,256-58.8% | $141,162-54.1% | $152,861-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.06% | 64.32%-30.3pp | 71.39%-37.3pp | 345.32%-311.3pp |
| Employer contribution / active EE | $4,159 | $5,261-20.9% | $4,735-12.2% | $4,762-12.7% |
| Participant deferral / active EE | $10,315 | $7,109+45.1% | $6,709+53.7% | $5,850+76.3% |
| Admin fee / account holder | $417 | $12,120-96.6% | $10,261-95.9% | $11,596-96.4% |