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 6-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 | $71,342 | $90,348-21.0% | $75,972-6.1% | $145,922-51.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 21.02% | 620.88%-599.9pp | 359.55%-338.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $8,534 | $3,311+157.7% | $2,685+217.9% | $4,660+83.1% |
| Participant deferral / active EE | $14,899 | $5,162+188.7% | $4,255+250.1% | $6,688+122.8% |
| Admin fee / account holder | $1,300 | $8,467-84.6% | $6,467-79.9% | $13,397-90.3% |