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 | $94,671 | $106,515-11.1% | $96,683-2.1% | $139,434-32.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 67.99% | 38.43%+29.6pp | 35.69%+32.3pp | 372.94%-305.0pp |
| Employer contribution / active EE | $2,343 | $4,103-42.9% | $3,737-37.3% | $4,751-50.7% |
| Participant deferral / active EE | $13,863 | $5,454+154.2% | $4,878+184.2% | $6,710+106.6% |
| Admin fee / account holder | $7,628 | $7,877-3.2% | $6,730+13.4% | $11,403-33.1% |