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 9-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 | $112,692 | $105,181+7.1% | $159,436-29.3% | $85,850+31.3% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 34.12% | 45.07%-11.0pp | 263.57%-229.5pp | 318.53%-284.4pp |
| Employer contribution / active EE | $7,498 | $3,318+126.0% | $4,829+55.3% | $2,565+192.3% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,588 | $6,933-62.7% | $10,799-76.0% | $6,260-58.7% |