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 | $73,639 | $102,828-28.4% | $105,387-30.1% | $152,861-51.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 26.15% | 20.85%+5.3pp | 26.82%-0.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,595 | $4,473+2.7% | $4,213+9.1% | $4,762-3.5% |
| Participant deferral / active EE | $11,740 | $5,465+114.8% | $5,502+113.4% | $5,850+100.7% |
| Admin fee / account holder | $2,762 | $8,683-68.2% | $6,559-57.9% | $11,596-76.2% |