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 | $52,563 | $107,334-51.0% | $92,893-43.4% | $152,861-65.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.78% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $6,370 | $4,221+50.9% | $3,653+74.4% | $4,762+33.8% |
| Participant deferral / active EE | $3,783 | $4,845-21.9% | $4,236-10.7% | $5,850-35.3% |
| Admin fee / account holder | $712 | $7,079-89.9% | $5,794-87.7% | $11,596-93.9% |