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 8-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 | $62,738 | $165,984-62.2% | $164,813-61.9% | $145,922-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.92% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $7,938 | $5,273+50.5% | $4,341+82.9% | $4,660+70.3% |
| Participant deferral / active EE | $7,938 | $6,959+14.1% | $6,031+31.6% | $6,688+18.7% |
| Admin fee / account holder | $2,211 | $16,648-86.7% | $12,690-82.6% | $13,397-83.5% |