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 9-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 | $106,855 | $64,307+66.2% | $57,343+86.3% | $125,391-14.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.70% | 25.12%-25.8pp | 24.39%-25.1pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,584 | $3,193-19.1% | $2,689-3.9% | $4,866-46.9% |
| Participant deferral / active EE | $4,105 | $3,848+6.7% | $3,162+29.8% | $5,352-23.3% |
| Admin fee / account holder | $2,379 | $5,242-54.6% | $3,356-29.1% | $9,540-75.1% |