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 | $108,834 | $96,484+12.8% | $75,886+43.4% | $152,861-28.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 35.04% | 33.98%+1.1pp | 30.76%+4.3pp | 345.32%-310.3pp |
| Employer contribution / active EE | $1,681 | $3,309-49.2% | $2,500-32.8% | $4,762-64.7% |
| Participant deferral / active EE | $14,782 | $4,553+224.7% | $3,603+310.3% | $5,850+152.7% |
| Admin fee / account holder | $916 | $8,078-88.7% | $5,418-83.1% | $11,596-92.1% |