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 | $81,648 | $68,097+19.9% | $62,929+29.7% | $137,256-40.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.51% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,089 | $2,811-25.7% | $2,505-16.6% | $4,156-49.7% |
| Participant deferral / active EE | $15,262 | $4,553+235.3% | $3,888+292.5% | $6,407+138.2% |
| Admin fee / account holder | $307 | $6,521-95.3% | $5,065-93.9% | $12,270-97.5% |