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 | $77,073 | $103,376-25.4% | $87,100-11.5% | $152,861-49.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 20.28% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,926 | $4,778+128.7% | $4,049+169.9% | $5,850+86.8% |
| Admin fee / account holder | $670 | $12,205-94.5% | $7,497-91.1% | $11,596-94.2% |