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 | $78,938 | $202,432-61.0% | $169,368-53.4% | $139,434-43.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.12% | 531.74%-517.6pp | 405.60%-391.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $12,700 | $4,692+170.7% | $4,013+216.5% | $4,751+167.3% |
| Participant deferral / active EE | $7,913 | $6,938+14.1% | $6,221+27.2% | $6,710+17.9% |
| Admin fee / account holder | $945 | $10,708-91.2% | $9,003-89.5% | $11,403-91.7% |