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 | $84,107 | $103,376-18.6% | $87,100-3.4% | $152,861-45.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.49% | 28.10%-0.6pp | 28.19%-0.7pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,068 | $3,220-35.8% | $2,521-18.0% | $4,762-56.6% |
| Participant deferral / active EE | $13,446 | $4,778+181.4% | $4,049+232.1% | $5,850+129.8% |
| Admin fee / account holder | $786 | $12,205-93.6% | $7,497-89.5% | $11,596-93.2% |