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 | $94,740 | $110,257-14.1% | $96,544-1.9% | $139,434-32.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.58% | 26.32%-9.7pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,443 | $3,620+50.4% | $2,965+83.6% | $4,751+14.6% |
| Participant deferral / active EE | $14,331 | $5,548+158.3% | $4,851+195.4% | $6,710+113.6% |
| Admin fee / account holder | $5,955 | $11,591-48.6% | $8,252-27.8% | $11,403-47.8% |