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 | $93,896 | $165,984-43.4% | $164,813-43.0% | $145,922-35.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 15.64% | 100.03%-84.4pp | 69.93%-54.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,336 | $5,273-55.7% | $4,341-46.2% | $4,660-49.9% |
| Participant deferral / active EE | $7,612 | $6,959+9.4% | $6,031+26.2% | $6,688+13.8% |
| Admin fee / account holder | $380 | $16,648-97.7% | $12,690-97.0% | $13,397-97.2% |