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 | $97,830 | $150,197-34.9% | $120,368-18.7% | $145,959-33.0% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 25.26% | 154.26%-129.0pp | 107.26%-82.0pp | 561.95%-536.7pp |
| Employer contribution / active EE | $6,341 | $4,350+45.8% | $3,465+83.0% | $4,661+36.0% |
| Participant deferral / active EE | $8,198 | $6,174+32.8% | $4,991+64.2% | $6,689+22.6% |
| Admin fee / account holder | $507 | $12,216-95.8% | $9,429-94.6% | $13,398-96.2% |