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 | $78,269 | $77,314+1.2% | $177,989-56.0% | $80,856-3.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 20.26% | 18.09%+2.2pp | 294.48%-274.2pp | 35.59%-15.3pp |
| Employer contribution / active EE | $6,228 | $2,292+171.7% | $3,949+57.7% | $2,755+126.1% |
| Participant deferral / active EE | $3,576 | $4,411-18.9% | $6,276-43.0% | $4,296-16.8% |
| Admin fee / account holder | $5,345 | $7,191-25.7% | $10,363-48.4% | $6,918-22.7% |