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 | $93,621 | $111,754-16.2% | $103,333-9.4% | $145,922-35.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.11% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,847 | $4,212-32.4% | $3,868-26.4% | $4,660-38.9% |
| Participant deferral / active EE | $8,796 | $5,619+56.5% | $5,057+73.9% | $6,688+31.5% |
| Admin fee / account holder | $8,436 | $9,750-13.5% | $8,355+1.0% | $13,397-37.0% |