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 | $84,380 | $106,515-20.8% | $96,683-12.7% | $139,434-39.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.85% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,872 | $4,103-30.0% | $3,737-23.1% | $4,751-39.6% |
| Participant deferral / active EE | $13,929 | $5,454+155.4% | $4,878+185.5% | $6,710+107.6% |
| Admin fee / account holder | $343 | $7,877-95.7% | $6,730-94.9% | $11,403-97.0% |