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 | $72,759 | $106,515-31.7% | $96,683-24.7% | $139,434-47.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.93% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,614 | $4,103-60.7% | $3,737-56.8% | $4,751-66.0% |
| Participant deferral / active EE | $7,297 | $5,454+33.8% | $4,878+49.6% | $6,710+8.7% |
| Admin fee / account holder | $304 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |