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 | $111,641 | $109,881+1.6% | $150,045-25.6% | $84,808+31.6% |
| Participation rate | 91.8% | 76.1%+15.7pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 67.45% | 28.25%+39.2pp | 62.55%+4.9pp | 40.90%+26.6pp |
| Employer contribution / active EE | $5,158 | $3,561+44.8% | $4,693+9.9% | $2,631+96.1% |
| Participant deferral / active EE | $20,470 | $6,636+208.5% | $7,997+156.0% | $4,212+386.0% |
| Admin fee / account holder | $3,156 | $8,568-63.2% | $13,435-76.5% | $7,344-57.0% |