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 | $101,272 | $126,574-20.0% | $106,213-4.7% | $145,922-30.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.80% | 224.79%-211.0pp | 116.14%-102.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $820 | $3,730-78.0% | $3,171-74.2% | $4,660-82.4% |
| Participant deferral / active EE | $2,298 | $5,724-59.9% | $5,016-54.2% | $6,688-65.6% |
| Admin fee / account holder | $1,219 | $17,304-93.0% | $11,033-89.0% | $13,397-90.9% |