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 | $74,817 | $104,974-28.7% | $95,585-21.7% | $142,382-47.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 16.55% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,303 | $2,779+18.9% | $2,527+30.7% | $4,299-23.2% |
| Participant deferral / active EE | $7,648 | $4,352+75.7% | $4,023+90.1% | $6,507+17.5% |
| Admin fee / account holder | $6,803 | $6,386+6.5% | $6,127+11.0% | $12,624-46.1% |