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 8-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 | $91,698 | $107,334-14.6% | $92,893-1.3% | $152,861-40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.25% | 145.58%-119.3pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,948 | $4,221-30.1% | $3,653-19.3% | $4,762-38.1% |
| Participant deferral / active EE | $6,439 | $4,845+32.9% | $4,236+52.0% | $5,850+10.1% |
| Admin fee / account holder | $1,072 | $7,079-84.9% | $5,794-81.5% | $11,596-90.8% |