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 | $63,675 | $68,346-6.8% | $94,646-32.7% | $75,163-15.3% |
| Participation rate | 73.3% | 76.1%-2.8pp | 80.8%-7.5pp | 67.2%+6.1pp |
| Annual return | 20.19% | 616.93%-596.7pp | 156.71%-136.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $6,985 | $2,701+158.6% | $3,672+90.2% | $2,670+161.6% |
| Participant deferral / active EE | $8,840 | $6,537+35.2% | $7,418+19.2% | $4,125+114.3% |
| Admin fee / account holder | $2,938 | $5,326-44.8% | $7,231-59.4% | $5,651-48.0% |