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 6-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 | $69,771 | $85,022-17.9% | $70,515-1.1% | $139,434-50.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.84% | 30.38%-15.5pp | 32.77%-17.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,284 | $3,909+137.5% | $2,973+212.2% | $4,751+95.4% |
| Participant deferral / active EE | $5,692 | $5,890-3.4% | $4,567+24.6% | $6,710-15.2% |
| Admin fee / account holder | $1,562 | $8,906-82.5% | $6,412-75.6% | $11,403-86.3% |