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 | $83,729 | $107,334-22.0% | $92,893-9.9% | $152,861-45.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.55% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,494 | $4,221-64.6% | $3,653-59.1% | $4,762-68.6% |
| Participant deferral / active EE | $1,811 | $4,845-62.6% | $4,236-57.2% | $5,850-69.0% |
| Admin fee / account holder | $36,743 | $7,079+419.0% | $5,794+534.2% | $11,596+216.8% |