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 | $93,721 | $110,094-14.9% | $151,611-38.2% | $68,494+36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 118.48% | -10.12%+128.6pp | 3.33%+115.1pp | -7.84%+126.3pp |
| Employer contribution / active EE | $2,995 | $4,471-33.0% | $6,166-51.4% | $2,596+15.4% |
| Participant deferral / active EE | $9,391 | $6,527+43.9% | $8,363+12.3% | $4,027+133.2% |
| Admin fee / account holder | $4,373 | $7,719-43.3% | $11,616-62.3% | $5,403-19.1% |