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 | $89,340 | $102,966-13.2% | $90,281-1.0% | $152,861-41.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 21.88% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,157 | $3,139-31.3% | $2,854-24.4% | $4,762-54.7% |
| Participant deferral / active EE | $6,646 | $4,281+55.2% | $3,885+71.1% | $5,850+13.6% |
| Admin fee / account holder | $1,026 | $6,171-83.4% | $5,351-80.8% | $11,596-91.2% |