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 | $48,777 | $111,814-56.4% | $103,374-52.8% | $145,959-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.98% | 24.77%-7.8pp | 24.89%-7.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $5,121 | $4,214+21.5% | $3,869+32.4% | $4,661+9.9% |
| Participant deferral / active EE | $6,449 | $5,618+14.8% | $5,058+27.5% | $6,689-3.6% |
| Admin fee / account holder | $2,486 | $9,754-74.5% | $8,394-70.4% | $13,398-81.4% |