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 8-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 | $86,011 | $118,849-27.6% | $96,562-10.9% | $167,490-48.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,423 | $3,120-54.4% | $2,356-39.6% | $4,837-70.6% |
| Participant deferral / active EE | $3,051 | $4,616-33.9% | $3,849-20.7% | $6,341-51.9% |
| Admin fee / account holder | $748 | $8,065-90.7% | $6,181-87.9% | $12,309-93.9% |