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 | $95,605 | $117,983-19.0% | $101,794-6.1% | $142,382-32.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.32% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,007 | $2,773+8.4% | $2,289+31.4% | $4,299-30.1% |
| Participant deferral / active EE | $33,173 | $4,714+603.8% | $4,084+712.3% | $6,507+409.8% |
| Admin fee / account holder | $375 | $10,433-96.4% | $8,777-95.7% | $12,624-97.0% |