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 | $101,075 | $121,625-16.9% | $104,607-3.4% | $158,922-36.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.56% | 465.26%-445.7pp | 340.46%-320.9pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,747 | $3,163-44.8% | $2,681-34.8% | $4,761-63.3% |
| Participant deferral / active EE | $9,355 | $4,177+123.9% | $3,740+150.2% | $5,982+56.4% |
| Admin fee / account holder | $420 | $7,787-94.6% | $6,473-93.5% | $11,246-96.3% |