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 | $44,337 | $72,071-38.5% | $68,368-35.1% | $137,256-67.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.53% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,561 | $2,788-44.0% | $2,649-41.1% | $4,156-62.4% |
| Participant deferral / active EE | $7,367 | $4,410+67.1% | $4,123+78.7% | $6,407+15.0% |
| Admin fee / account holder | $5,080 | $5,336-4.8% | $5,150-1.4% | $12,270-58.6% |