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 | $88,098 | $111,301-20.8% | $112,977-22.0% | $158,922-44.6% |
| Participation rate | 81.8% | 83.5%-1.7pp | 82.6%-0.7pp | 82.0%-0.1pp |
| Annual return | 439.20% | 26.40%+412.8pp | 24.24%+415.0pp | 302.83%+136.4pp |
| Employer contribution / active EE | $3,791 | $4,471-15.2% | $4,255-10.9% | $4,761-20.4% |
| Participant deferral / active EE | $3,988 | $5,880-32.2% | $5,836-31.7% | $5,982-33.3% |
| Admin fee / account holder | $2,847 | $8,392-66.1% | $6,294-54.8% | $11,246-74.7% |